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
1001
$16K ﹤0.01%
332
1002
$16K ﹤0.01%
334
+296
1003
$15.9K ﹤0.01%
+187
1004
$15.8K ﹤0.01%
33
+1
1005
$15.7K ﹤0.01%
682
-500
1006
$15.7K ﹤0.01%
427
+187
1007
$15.5K ﹤0.01%
136
-16
1008
$15.5K ﹤0.01%
528
1009
$15.4K ﹤0.01%
75
-827
1010
$15.4K ﹤0.01%
107
-14
1011
$15.4K ﹤0.01%
885
1012
$15.1K ﹤0.01%
143
-30
1013
$15.1K ﹤0.01%
451
-49
1014
$14.9K ﹤0.01%
41
-2
1015
$14.7K ﹤0.01%
+394
1016
$14.3K ﹤0.01%
254
+62
1017
$14K ﹤0.01%
74
-3,286
1018
$13.8K ﹤0.01%
372
+31
1019
$13.6K ﹤0.01%
78
+6
1020
$13.6K ﹤0.01%
199
+2
1021
$13.5K ﹤0.01%
193
-43
1022
$13.4K ﹤0.01%
167
-4
1023
$13.1K ﹤0.01%
46
+1
1024
$13K ﹤0.01%
655
-68
1025
$12.9K ﹤0.01%
237
39 40
41
42 43