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
576
$229K 0.01%
217
-14
577
$229K 0.01%
6,679
+591
578
$228K 0.01%
1,924
+12
579
$228K 0.01%
8,430
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$227K 0.01%
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-30
581
$225K 0.01%
2,064
+205
582
$224K 0.01%
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+354
583
$219K 0.01%
2,148
+468
584
$218K 0.01%
2,745
-7,220
585
$217K 0.01%
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586
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1,065
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587
$216K 0.01%
2,169
-51
588
$215K 0.01%
1,843
-467
589
$215K 0.01%
5,512
+937
590
$215K 0.01%
4,659
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591
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592
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593
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594
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2,348
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595
$206K 0.01%
1,226
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596
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597
$204K 0.01%
9,297
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598
$203K 0.01%
492
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599
$203K 0.01%
215
+5
600
$202K 0.01%
1,139
+52
22 23
24
25 26