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
926
$27.8K ﹤0.01%
680
+27
927
$27.7K ﹤0.01%
136
-10
928
$27.6K ﹤0.01%
1,186
929
$27.6K ﹤0.01%
138
+33
930
$27.5K ﹤0.01%
1,005
+90
931
$27.4K ﹤0.01%
573
+89
932
$26.9K ﹤0.01%
+1,058
933
$26.9K ﹤0.01%
347
-11
934
$26.8K ﹤0.01%
280
+1
935
$26.8K ﹤0.01%
186
936
$26.7K ﹤0.01%
196
937
$26.5K ﹤0.01%
162
-5
938
$26.4K ﹤0.01%
170
-16
939
$26.4K ﹤0.01%
364
+14
940
$25.9K ﹤0.01%
946
941
$25.7K ﹤0.01%
512
-52
942
$25.7K ﹤0.01%
77
+34
943
$25.4K ﹤0.01%
69
+57
944
$24.9K ﹤0.01%
223
-30
945
$24.3K ﹤0.01%
+955
946
$24.3K ﹤0.01%
329
+68
947
$24.3K ﹤0.01%
72
-49
948
$24.2K ﹤0.01%
350
+144
949
$24.2K ﹤0.01%
850
+57
950
$24K ﹤0.01%
643
36 37
38
39 40