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
651
$155K ﹤0.01%
1,284
+26
652
$153K ﹤0.01%
3,446
+108
653
$150K ﹤0.01%
2,769
-68
654
$149K ﹤0.01%
2,279
+79
655
$149K ﹤0.01%
805
-21
656
$148K ﹤0.01%
940
-24
657
$148K ﹤0.01%
2,531
-943
658
$148K ﹤0.01%
2,602
-59
659
$148K ﹤0.01%
+1,117
660
$148K ﹤0.01%
641
+1
661
$148K ﹤0.01%
3,021
-192
662
$146K ﹤0.01%
3,676
-877
663
$146K ﹤0.01%
5,783
-7
664
$144K ﹤0.01%
3,069
+492
665
$142K ﹤0.01%
2,728
+124
666
$142K ﹤0.01%
1,226
+36
667
$140K ﹤0.01%
+1,956
668
$139K ﹤0.01%
1,512
669
$139K ﹤0.01%
5,130
670
$139K ﹤0.01%
770
-10,159
671
$138K ﹤0.01%
415
-53
672
$136K ﹤0.01%
1,594
673
$133K ﹤0.01%
428
+16
674
$133K ﹤0.01%
1,517
+940
675
$133K ﹤0.01%
6,894
+375
25 26
27
28 29