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
51
$12.7M 0.36%
48,156
-68
52
$12.3M 0.34%
259,052
+31,115
53
$12.2M 0.34%
132,023
-8,621
54
$12.1M 0.34%
68,344
-2,067
55
$11.2M 0.31%
17,966
-1,299
56
$11M 0.31%
34,095
+5,614
57
$10.7M 0.3%
73,814
+666
58
$10.4M 0.29%
261,250
+2,296
59
$10.4M 0.29%
19,764
-324
60
$10.2M 0.28%
32,218
-3,271
61
$10.2M 0.28%
25,186
+14,140
62
$9.82M 0.27%
29,384
+12,501
63
$9.7M 0.27%
40,388
+2,721
64
$9.59M 0.27%
18,959
-385
65
$9.57M 0.27%
39,519
+4,904
66
$9.47M 0.26%
198,051
-2,606
67
$9.23M 0.26%
128,392
+3,323
68
$9.13M 0.26%
144,648
-28,033
69
$8.98M 0.25%
81,581
-1,197
70
$8.51M 0.24%
186,542
+45,010
71
$8.27M 0.23%
120,807
+10,008
72
$8.16M 0.23%
56,407
+23,331
73
$7.5M 0.21%
149,600
-803
74
$7.38M 0.21%
18,971
+408
75
$7.22M 0.2%
263,615
-16,791
1 2
3
4 5