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
901
$32.2K ﹤0.01%
468
+86
902
$31.7K ﹤0.01%
311
-19
903
$31.7K ﹤0.01%
55
-4
904
$31.5K ﹤0.01%
437
905
$31.3K ﹤0.01%
+2,666
906
$31.3K ﹤0.01%
209
-895
907
$31.1K ﹤0.01%
576
+1
908
$31K ﹤0.01%
1,015
909
$30.8K ﹤0.01%
544
+48
910
$30.2K ﹤0.01%
671
-156
911
$30.1K ﹤0.01%
1,952
+144
912
$30K ﹤0.01%
4,312
+1,084
913
$29.9K ﹤0.01%
972
+303
914
$29.9K ﹤0.01%
572
915
$29.6K ﹤0.01%
351
+190
916
$29.5K ﹤0.01%
237
-54
917
$29.3K ﹤0.01%
791
+202
918
$29.2K ﹤0.01%
234
-43
919
$29.1K ﹤0.01%
959
-2,694
920
$28.7K ﹤0.01%
134
-3
921
$28.6K ﹤0.01%
425
+358
922
$28.6K ﹤0.01%
1,162
+80
923
$28.2K ﹤0.01%
+180
924
$28.1K ﹤0.01%
272
-57
925
$27.9K ﹤0.01%
348
-27
35 36
37
38 39