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
1076
$7.47K ﹤0.01%
43
-262
1077
$7.41K ﹤0.01%
+100
1078
$7.38K ﹤0.01%
+1,274
1079
$7.29K ﹤0.01%
266
-65
1080
$7.18K ﹤0.01%
354
-162
1081
$7.12K ﹤0.01%
285
-11
1082
$7.08K ﹤0.01%
80
1083
$7.04K ﹤0.01%
355
1084
$6.94K ﹤0.01%
144
1085
$6.8K ﹤0.01%
195
+156
1086
$6.71K ﹤0.01%
58
+47
1087
$6.68K ﹤0.01%
37
+19
1088
$6.66K ﹤0.01%
+40
1089
$6.62K ﹤0.01%
300
-14
1090
$6.57K ﹤0.01%
20
-51
1091
$6.56K ﹤0.01%
185
-109
1092
$6.49K ﹤0.01%
448
1093
$6.39K ﹤0.01%
304
-5,274
1094
$6.3K ﹤0.01%
21
-4
1095
$6.26K ﹤0.01%
265
1096
$6.18K ﹤0.01%
49
1097
$6.05K ﹤0.01%
336
-139
1098
$5.81K ﹤0.01%
+158
1099
$5.69K ﹤0.01%
259
+39
1100
$5.61K ﹤0.01%
376
42 43
44
45 46