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
876
$37.1K ﹤0.01%
438
-62
877
$37.1K ﹤0.01%
+79
878
$37K ﹤0.01%
469
+456
879
$36.5K ﹤0.01%
+1,385
880
$36K ﹤0.01%
168
-1
881
$34.9K ﹤0.01%
66
-9
882
$34.4K ﹤0.01%
147
+69
883
$34.3K ﹤0.01%
770
+47
884
$34.1K ﹤0.01%
248
885
$33.9K ﹤0.01%
300
-35
886
$33.9K ﹤0.01%
1,009
-175
887
$33.9K ﹤0.01%
+812
888
$33.7K ﹤0.01%
433
+167
889
$33.6K ﹤0.01%
883
890
$33.6K ﹤0.01%
389
-21
891
$33.4K ﹤0.01%
366
-72
892
$33.3K ﹤0.01%
531
+17
893
$33.1K ﹤0.01%
79
+1
894
$33K ﹤0.01%
235
-22
895
$32.9K ﹤0.01%
408
-476
896
$32.9K ﹤0.01%
327
897
$32.9K ﹤0.01%
757
-24
898
$32.7K ﹤0.01%
1,139
+662
899
$32.4K ﹤0.01%
306
-24
900
$32.3K ﹤0.01%
364
-41
34 35
36
37 38