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
676
$133K ﹤0.01%
3,782
-156
677
$132K ﹤0.01%
1,313
-63
678
$131K ﹤0.01%
2,370
-37
679
$131K ﹤0.01%
1,452
-22
680
$130K ﹤0.01%
+796
681
$128K ﹤0.01%
843
-11
682
$126K ﹤0.01%
4,883
+4,881
683
$124K ﹤0.01%
7,996
+2,181
684
$124K ﹤0.01%
722
-3
685
$123K ﹤0.01%
236
-21
686
$122K ﹤0.01%
171
+15
687
$122K ﹤0.01%
5,408
688
$121K ﹤0.01%
1,168
-794
689
$121K ﹤0.01%
1,863
690
$121K ﹤0.01%
1,848
-55
691
$119K ﹤0.01%
568
-2,842
692
$118K ﹤0.01%
1,013
-44
693
$118K ﹤0.01%
1,673
694
$118K ﹤0.01%
764
+188
695
$118K ﹤0.01%
6,302
+8
696
$114K ﹤0.01%
2,772
697
$113K ﹤0.01%
550
-1,309
698
$113K ﹤0.01%
3,465
+1,617
699
$112K ﹤0.01%
66
+16
700
$110K ﹤0.01%
1,054
-10
26 27
28
29 30