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
476
$408K 0.01%
2,640
-35
477
$407K 0.01%
1,063
-220
478
$403K 0.01%
1,590
+171
479
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480
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481
$399K 0.01%
3,467
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482
$398K 0.01%
6,423
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483
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2,149
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484
$388K 0.01%
7,084
+1,094
485
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5,485
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486
$387K 0.01%
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487
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2,924
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488
$385K 0.01%
4,551
-58
489
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3,537
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490
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758
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491
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493
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993
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495
$368K 0.01%
7,498
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496
$367K 0.01%
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497
$365K 0.01%
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-58
498
$363K 0.01%
1,866
+11
499
$363K 0.01%
2,746
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500
$360K 0.01%
4,865
-736
18 19
20
21 22