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
801
$54.6K ﹤0.01%
936
802
$54.3K ﹤0.01%
922
-67
803
$54.3K ﹤0.01%
5,480
-6,836
804
$54.1K ﹤0.01%
488
+142
805
$54K ﹤0.01%
402
806
$53.7K ﹤0.01%
1,130
-86
807
$53.7K ﹤0.01%
1,555
-17
808
$53.5K ﹤0.01%
280
+12
809
$53.5K ﹤0.01%
1,228
+42
810
$53.4K ﹤0.01%
1,003
+765
811
$53K ﹤0.01%
431
812
$51.5K ﹤0.01%
18,939
+17,958
813
$51.2K ﹤0.01%
3,776
-6,797
814
$50.9K ﹤0.01%
3,250
+263
815
$50.9K ﹤0.01%
+2,871
816
$50.8K ﹤0.01%
3,000
817
$50.3K ﹤0.01%
677
-28
818
$50.3K ﹤0.01%
+207
819
$50.2K ﹤0.01%
706
-6,170
820
$49.4K ﹤0.01%
304
-21
821
$49.2K ﹤0.01%
+380
822
$48.9K ﹤0.01%
725
-200
823
$48.8K ﹤0.01%
323
+11
824
$48.6K ﹤0.01%
1,331
+987
825
$48.2K ﹤0.01%
828
31 32
33
34 35