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
776
$66.7K ﹤0.01%
818
-21
777
$65.7K ﹤0.01%
1,166
-3
778
$65.1K ﹤0.01%
680
-143
779
$64.5K ﹤0.01%
1,573
-139
780
$63.3K ﹤0.01%
474
-60
781
$62.6K ﹤0.01%
3,583
-108
782
$62.4K ﹤0.01%
1,151
+493
783
$62.3K ﹤0.01%
481
+42
784
$61.8K ﹤0.01%
2,401
+278
785
$61.3K ﹤0.01%
1,540
-17
786
$60.5K ﹤0.01%
300
787
$60.5K ﹤0.01%
2,226
+81
788
$60.3K ﹤0.01%
31
-4
789
$60K ﹤0.01%
517
-14
790
$59.6K ﹤0.01%
806
+3
791
$59.4K ﹤0.01%
2,048
-383
792
$59.3K ﹤0.01%
12,126
+3,707
793
$58.4K ﹤0.01%
2,491
-4
794
$57.9K ﹤0.01%
472
+13
795
$57.5K ﹤0.01%
2,007
+300
796
$57.3K ﹤0.01%
631
+36
797
$56.1K ﹤0.01%
1,960
798
$55.6K ﹤0.01%
213
-15
799
$54.9K ﹤0.01%
725
+41
800
$54.9K ﹤0.01%
687
+1
30 31
32
33 34