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
501
$360K 0.01%
+13,002
502
$356K 0.01%
13,800
+386
503
$356K 0.01%
1,264
+81
504
$352K 0.01%
9,587
-76,379
505
$350K 0.01%
7,273
-195
506
$350K 0.01%
3,013
+235
507
$350K 0.01%
2,541
+299
508
$349K 0.01%
14,851
-190
509
$344K 0.01%
10,305
+231
510
$341K 0.01%
10,674
+856
511
$341K 0.01%
1,052
+747
512
$341K 0.01%
2,382
-131
513
$340K 0.01%
2,882
+71
514
$339K 0.01%
1,255
+58
515
$335K 0.01%
3,548
-493
516
$334K 0.01%
1,789
-129
517
$333K 0.01%
9,994
+238
518
$333K 0.01%
1,975
519
$328K 0.01%
6,266
-892
520
$322K 0.01%
3,233
+2,625
521
$321K 0.01%
2,648
+156
522
$321K 0.01%
5,325
+1,290
523
$320K 0.01%
6,121
-149
524
$320K 0.01%
1,154
-3,165
525
$317K 0.01%
1,283
+32
19 20
21
22 23