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
1026
$12.9K ﹤0.01%
+653
1027
$12.8K ﹤0.01%
245
1028
$12.7K ﹤0.01%
815
+48
1029
$12.7K ﹤0.01%
113
1030
$12.6K ﹤0.01%
484
+5
1031
$12.4K ﹤0.01%
163
-12
1032
$12.3K ﹤0.01%
147
+27
1033
$12.2K ﹤0.01%
2,698
+370
1034
$12K ﹤0.01%
287
-68
1035
$11.9K ﹤0.01%
33
-4
1036
$11.9K ﹤0.01%
225
1037
$11.9K ﹤0.01%
95
-20
1038
$11.6K ﹤0.01%
155
+55
1039
$11.4K ﹤0.01%
412
1040
$11.2K ﹤0.01%
170
+65
1041
$11.1K ﹤0.01%
+43
1042
$10.9K ﹤0.01%
760
+115
1043
$10.9K ﹤0.01%
99
-3,669
1044
$10.8K ﹤0.01%
79
1045
$10.3K ﹤0.01%
198
1046
$10.1K ﹤0.01%
134
-52
1047
$10K ﹤0.01%
118
-117
1048
$10K ﹤0.01%
803
+17
1049
$9.72K ﹤0.01%
136
-47
1050
$9.66K ﹤0.01%
258
-97
40 41
42
43 44