TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.58B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,361
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$24.1M
3
+$16.2M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$16M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.9M

Top Sells

1
+$5.49M
2
+$4.48M
3
+$3.68M
4
EPD icon
Enterprise Products Partners
EPD
+$3.08M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.01M

Sector Composition

1 Technology 7.48%
2 Financials 5.15%
3 Healthcare 3.51%
4 Industrials 3.15%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.5M 0.88%
143,764
-575
27
$31.4M 0.88%
185,607
-8,981
28
$31.3M 0.88%
76,328
-2,807
29
$28.8M 0.8%
114,912
+8,023
30
$27.4M 0.77%
147,935
+38,686
31
$24.2M 0.68%
387,708
-26,955
32
$23.8M 0.67%
40,633
-759
33
$22.9M 0.64%
442,401
+41,381
34
$22.6M 0.63%
94,387
-208
35
$22.3M 0.62%
816,753
+15,378
36
$20.3M 0.57%
106,138
+6,093
37
$19.7M 0.55%
184,724
+8,790
38
$19.7M 0.55%
244,933
+26,269
39
$19.3M 0.54%
101,900
-9,805
40
$18.2M 0.51%
235,015
-106
41
$17.2M 0.48%
149,318
+255
42
$16.9M 0.47%
182,327
+10,722
43
$15.2M 0.43%
115,083
-13,256
44
$15.1M 0.42%
146,188
+14,631
45
$13.8M 0.38%
59,360
-7,913
46
$13.5M 0.38%
180,977
+20,571
47
$13.5M 0.38%
112,160
-4,256
48
$13.4M 0.38%
60,850
+1,500
49
$13.1M 0.37%
139,566
+14,879
50
$12.9M 0.36%
461,529
+69,001
1
2
3 4 5