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
826
$48.1K ﹤0.01%
1,103
+103
827
$47.8K ﹤0.01%
882
+49
828
$47.7K ﹤0.01%
1,481
-344
829
$47.5K ﹤0.01%
254
+23
830
$47.4K ﹤0.01%
2,293
831
$47K ﹤0.01%
401
+6
832
$46.5K ﹤0.01%
185
-12
833
$46.5K ﹤0.01%
1,248
-2,223
834
$46.3K ﹤0.01%
354
+3
835
$46.3K ﹤0.01%
1,284
-14
836
$46.2K ﹤0.01%
325
+151
837
$46.1K ﹤0.01%
3,933
838
$45.9K ﹤0.01%
746
+5
839
$45.7K ﹤0.01%
794
+116
840
$45.6K ﹤0.01%
753
-8,476
841
$45.5K ﹤0.01%
493
-96
842
$45.5K ﹤0.01%
634
+31
843
$45.4K ﹤0.01%
268
-26
844
$45.1K ﹤0.01%
224
845
$44.2K ﹤0.01%
697
+76
846
$44K ﹤0.01%
544
+3
847
$43.4K ﹤0.01%
1,413
-2,392
848
$43.3K ﹤0.01%
507
849
$43.2K ﹤0.01%
230
-10
850
$42.9K ﹤0.01%
869
32 33
34
35 36