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
851
$42.7K ﹤0.01%
204
852
$42.5K ﹤0.01%
1,119
-417
853
$42.2K ﹤0.01%
946
+29
854
$42.1K ﹤0.01%
371
+223
855
$41.8K ﹤0.01%
313
-69
856
$41.8K ﹤0.01%
636
+126
857
$41.4K ﹤0.01%
238
-40
858
$41.3K ﹤0.01%
442
+9
859
$41.2K ﹤0.01%
193
+161
860
$41K ﹤0.01%
476
+82
861
$40.8K ﹤0.01%
119
-13
862
$40.4K ﹤0.01%
523
-65
863
$39.5K ﹤0.01%
1,099
+226
864
$39.4K ﹤0.01%
2,177
-85
865
$39.1K ﹤0.01%
226
-29
866
$38.8K ﹤0.01%
3,667
+262
867
$38.8K ﹤0.01%
2,916
+1,678
868
$38.7K ﹤0.01%
+371
869
$38.1K ﹤0.01%
372
-9
870
$37.8K ﹤0.01%
294
+7
871
$37.8K ﹤0.01%
7,999
+7,890
872
$37.7K ﹤0.01%
221
-2
873
$37.7K ﹤0.01%
558
+19
874
$37.5K ﹤0.01%
414
-31
875
$37.3K ﹤0.01%
2,902
-1,708
33 34
35
36 37