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
1101
$5.52K ﹤0.01%
+84
1102
$5.4K ﹤0.01%
72
-1,178
1103
$5.23K ﹤0.01%
300
-350
1104
$5.21K ﹤0.01%
330
1105
$5.18K ﹤0.01%
34
1106
$5.12K ﹤0.01%
11
+1
1107
$4.7K ﹤0.01%
63
-1,243
1108
$4.65K ﹤0.01%
93
+35
1109
$4.65K ﹤0.01%
138
+40
1110
$4.63K ﹤0.01%
27
1111
$4.48K ﹤0.01%
27
+21
1112
$4.46K ﹤0.01%
88
-5
1113
$4.38K ﹤0.01%
66
1114
$4.31K ﹤0.01%
26
1115
$4.25K ﹤0.01%
406
-655
1116
$4.14K ﹤0.01%
49
1117
$4.14K ﹤0.01%
70
+23
1118
$4.12K ﹤0.01%
18
+1
1119
$4.11K ﹤0.01%
23
-27
1120
$4.02K ﹤0.01%
191
1121
$3.89K ﹤0.01%
58
1122
$3.86K ﹤0.01%
+2,019
1123
$3.69K ﹤0.01%
46
-3,860
1124
$3.64K ﹤0.01%
367
+4
1125
$3.62K ﹤0.01%
72
-52
43 44
45
46 47