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
976
$19.5K ﹤0.01%
179
977
$19.5K ﹤0.01%
454
978
$19.5K ﹤0.01%
315
-71
979
$19.4K ﹤0.01%
670
+170
980
$19.4K ﹤0.01%
139
981
$19.4K ﹤0.01%
351
-3,383
982
$19.2K ﹤0.01%
108
-13
983
$19.2K ﹤0.01%
172
-5
984
$19K ﹤0.01%
2,041
-1,204
985
$18.7K ﹤0.01%
776
986
$18.6K ﹤0.01%
406
+47
987
$18.3K ﹤0.01%
204
988
$18.3K ﹤0.01%
660
-1,684
989
$18.3K ﹤0.01%
83
+30
990
$18.1K ﹤0.01%
97
-2
991
$18K ﹤0.01%
96
992
$17.9K ﹤0.01%
820
-123
993
$17.9K ﹤0.01%
349
994
$17.3K ﹤0.01%
+219
995
$17.2K ﹤0.01%
1,537
996
$17.2K ﹤0.01%
471
997
$17K ﹤0.01%
2,939
-228
998
$16.6K ﹤0.01%
57
+2
999
$16.1K ﹤0.01%
1,373
+50
1000
$16K ﹤0.01%
349
+182
38 39
40
41 42