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
526
$316K 0.01%
3,336
-90
527
$313K 0.01%
2,962
+83
528
$309K 0.01%
4,060
+511
529
$309K 0.01%
+9,369
530
$308K 0.01%
2,297
+359
531
$297K 0.01%
29,447
-5,066
532
$296K 0.01%
26,135
-259
533
$295K 0.01%
7,362
-6,867
534
$293K 0.01%
3,073
+175
535
$291K 0.01%
851
+199
536
$290K 0.01%
2,465
+2,255
537
$289K 0.01%
8,334
-2,708
538
$284K 0.01%
2,013
-128
539
$283K 0.01%
1,266
+47
540
$277K 0.01%
1,087
-18
541
$276K 0.01%
1,229
-202
542
$275K 0.01%
1,595
+160
543
$272K 0.01%
3,936
+1,063
544
$272K 0.01%
28,463
+2,501
545
$271K 0.01%
2,610
+287
546
$271K 0.01%
2,306
+1,515
547
$267K 0.01%
4,644
-320
548
$263K 0.01%
5,312
-596
549
$260K 0.01%
6,424
-179
550
$259K 0.01%
3,014
-1,544
20 21
22
23 24