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
951
$23.9K ﹤0.01%
820
+74
952
$23.8K ﹤0.01%
1,360
-9,610
953
$23.7K ﹤0.01%
342
-150
954
$23.4K ﹤0.01%
2,052
-90
955
$23.2K ﹤0.01%
317
956
$23.1K ﹤0.01%
131
+3
957
$22.8K ﹤0.01%
730
958
$22.7K ﹤0.01%
131
-61
959
$22.6K ﹤0.01%
57
-15
960
$22.5K ﹤0.01%
446
+201
961
$22.2K ﹤0.01%
+323
962
$22K ﹤0.01%
140
963
$21.9K ﹤0.01%
5,383
-905
964
$21.7K ﹤0.01%
92
+52
965
$21.5K ﹤0.01%
450
-35,412
966
$21.3K ﹤0.01%
261
-347
967
$21.3K ﹤0.01%
714
-96
968
$21.2K ﹤0.01%
178
-12
969
$21.2K ﹤0.01%
784
-85
970
$21.1K ﹤0.01%
609
-3,076
971
$21K ﹤0.01%
409
-23
972
$21K ﹤0.01%
262
+247
973
$20.8K ﹤0.01%
113
-10
974
$20.7K ﹤0.01%
1,535
-1,137
975
$20.2K ﹤0.01%
353
+46
37 38
39
40 41