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
601
$201K 0.01%
2,368
+302
602
$200K 0.01%
1,087
+98
603
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1,882
-826
604
$198K 0.01%
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$198K 0.01%
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606
$198K 0.01%
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607
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$194K 0.01%
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609
$193K 0.01%
3,578
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610
$191K 0.01%
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611
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1,016
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612
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613
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614
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3,081
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615
$188K 0.01%
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616
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2,159
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$182K 0.01%
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621
$178K 0.01%
2,646
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$177K ﹤0.01%
2,821
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623
$176K ﹤0.01%
413
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624
$175K ﹤0.01%
13,579
-1,622
625
$174K ﹤0.01%
17,945
-1,362
23 24
25
26 27