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
726
$94K ﹤0.01%
2,716
+2,708
727
$92.2K ﹤0.01%
2,726
-9,696
728
$92K ﹤0.01%
1,668
729
$90.7K ﹤0.01%
495
730
$90.6K ﹤0.01%
6,128
-204
731
$89.5K ﹤0.01%
1,183
-64
732
$89.5K ﹤0.01%
1,751
-377
733
$88.8K ﹤0.01%
2,290
+593
734
$88K ﹤0.01%
2,082
-60
735
$87.3K ﹤0.01%
1,597
+183
736
$86.8K ﹤0.01%
1,174
737
$84.5K ﹤0.01%
1,971
-10,281
738
$83.1K ﹤0.01%
644
+57
739
$82.3K ﹤0.01%
196
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740
$81.9K ﹤0.01%
338
741
$81.3K ﹤0.01%
2,888
-2,864
742
$80.8K ﹤0.01%
4,910
+40
743
$80.3K ﹤0.01%
1,399
-265
744
$79.6K ﹤0.01%
465
-1
745
$79.2K ﹤0.01%
333
-15
746
$78.6K ﹤0.01%
1,987
-28
747
$78.3K ﹤0.01%
1,441
-108
748
$78K ﹤0.01%
748
-42
749
$77.9K ﹤0.01%
2,099
+388
750
$77.9K ﹤0.01%
767
-117
28 29
30
31 32