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
76
$7.19M 0.2%
67,994
-617
77
$7.17M 0.2%
79,309
-13,377
78
$7.13M 0.2%
99,473
+1,189
79
$6.87M 0.19%
15,163
+201
80
$6.86M 0.19%
68,916
-14,123
81
$6.62M 0.19%
183,505
+28,125
82
$6.49M 0.18%
70,378
+101
83
$6.42M 0.18%
48,927
+2,011
84
$6.38M 0.18%
33,477
-1,674
85
$6.07M 0.17%
138,143
-4,397
86
$6.01M 0.17%
42,884
+2,147
87
$5.99M 0.17%
40,465
+2,178
88
$5.97M 0.17%
279,728
+150,601
89
$5.91M 0.17%
77,903
+21,911
90
$5.9M 0.17%
22,638
+996
91
$5.88M 0.16%
30,478
-2,649
92
$5.77M 0.16%
13,791
-2,455
93
$5.75M 0.16%
97,157
-1,252
94
$5.74M 0.16%
19,790
-1,162
95
$5.66M 0.16%
16,239
-873
96
$5.62M 0.16%
48,524
-2,737
97
$5.6M 0.16%
19,736
+592
98
$5.59M 0.16%
40,148
+1,256
99
$5.59M 0.16%
15,903
+294
100
$5.37M 0.15%
49,821
+4,275
2 3
4
5 6