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
626
$174K ﹤0.01%
899
-3
627
$173K ﹤0.01%
4,751
+194
628
$173K ﹤0.01%
2,255
-61
629
$173K ﹤0.01%
1,117
-57
630
$171K ﹤0.01%
3,796
-557
631
$170K ﹤0.01%
8,084
-14,266
632
$170K ﹤0.01%
1,520
-4
633
$168K ﹤0.01%
922
+37
634
$168K ﹤0.01%
10,920
-807
635
$168K ﹤0.01%
1,732
636
$167K ﹤0.01%
4,836
-118
637
$166K ﹤0.01%
351
-2,582
638
$166K ﹤0.01%
1,056
639
$165K ﹤0.01%
1,846
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640
$164K ﹤0.01%
768
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641
$161K ﹤0.01%
763
+21
642
$161K ﹤0.01%
127
+4
643
$161K ﹤0.01%
2,941
644
$161K ﹤0.01%
1,427
645
$160K ﹤0.01%
575
-9
646
$160K ﹤0.01%
2,058
-15
647
$158K ﹤0.01%
2,137
-1,209
648
$157K ﹤0.01%
1,840
-81
649
$156K ﹤0.01%
1,117
-95
650
$155K ﹤0.01%
6,735
24 25
26
27 28