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
701
$110K ﹤0.01%
441
+7
702
$108K ﹤0.01%
923
-708
703
$107K ﹤0.01%
2,453
-124
704
$106K ﹤0.01%
1,002
+399
705
$106K ﹤0.01%
600
+172
706
$106K ﹤0.01%
700
+20
707
$103K ﹤0.01%
446
+73
708
$103K ﹤0.01%
1,432
-20,527
709
$102K ﹤0.01%
1,032
+84
710
$102K ﹤0.01%
252
711
$102K ﹤0.01%
488
-8
712
$102K ﹤0.01%
4,381
-1,342
713
$99.3K ﹤0.01%
2,762
+656
714
$99.1K ﹤0.01%
365
715
$98.7K ﹤0.01%
1,500
+302
716
$98.6K ﹤0.01%
1,746
-28
717
$98.6K ﹤0.01%
3,743
+459
718
$98.5K ﹤0.01%
1,994
-489
719
$98K ﹤0.01%
991
720
$97.3K ﹤0.01%
1,691
-27
721
$96.4K ﹤0.01%
1,262
+82
722
$96.3K ﹤0.01%
9,782
-12,808
723
$95.7K ﹤0.01%
2,847
+59
724
$95.1K ﹤0.01%
10,322
+970
725
$94.9K ﹤0.01%
3,716
+274
27 28
29
30 31