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
751
$77.5K ﹤0.01%
402
+22
752
$76.1K ﹤0.01%
346
+1
753
$75.6K ﹤0.01%
2,377
+1,326
754
$75.3K ﹤0.01%
+1,314
755
$75.3K ﹤0.01%
+756
756
$75.2K ﹤0.01%
173
+56
757
$74.2K ﹤0.01%
4,330
-131
758
$74.1K ﹤0.01%
2,362
-98,252
759
$74.1K ﹤0.01%
942
760
$74K ﹤0.01%
1,107
-71
761
$73.9K ﹤0.01%
595
+34
762
$73.5K ﹤0.01%
3,761
763
$72.7K ﹤0.01%
39,308
-369
764
$72.7K ﹤0.01%
1,118
-59
765
$71.2K ﹤0.01%
469
-30
766
$70.9K ﹤0.01%
1,072
+4
767
$70.3K ﹤0.01%
2,616
+150
768
$69.9K ﹤0.01%
451
+17
769
$69.9K ﹤0.01%
4,783
770
$68.2K ﹤0.01%
474
+164
771
$67.6K ﹤0.01%
2,712
-87
772
$67.5K ﹤0.01%
295
+19
773
$67K ﹤0.01%
1,327
-148
774
$67K ﹤0.01%
291
775
$66.8K ﹤0.01%
323
+25
29 30
31
32 33