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
551
$259K 0.01%
+4,465
552
$258K 0.01%
4,393
+118
553
$258K 0.01%
8,880
+2,012
554
$255K 0.01%
12,126
+1,514
555
$254K 0.01%
3,257
+155
556
$253K 0.01%
24,884
+216
557
$252K 0.01%
31,232
+26,661
558
$250K 0.01%
4,077
+39
559
$248K 0.01%
203
+17
560
$248K 0.01%
3,935
+134
561
$246K 0.01%
2,710
-29,610
562
$244K 0.01%
1,017
563
$243K 0.01%
12,110
+4,299
564
$242K 0.01%
2,815
-75
565
$241K 0.01%
11,548
-268
566
$241K 0.01%
2,696
+361
567
$239K 0.01%
1,343
-11
568
$237K 0.01%
2,864
+125
569
$236K 0.01%
1,049
+229
570
$235K 0.01%
7,172
+657
571
$234K 0.01%
23,536
-527
572
$233K 0.01%
3,857
-258
573
$233K 0.01%
3,656
+123
574
$231K 0.01%
9,948
-82,079
575
$229K 0.01%
2,485
-4,851
21 22
23
24 25