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
1126
$3.58K ﹤0.01%
113
1127
$3.54K ﹤0.01%
+50
1128
$3.47K ﹤0.01%
46
+17
1129
$3.45K ﹤0.01%
26
+4
1130
$3.44K ﹤0.01%
73
1131
$3.42K ﹤0.01%
12
1132
$3.41K ﹤0.01%
12
+5
1133
$3.4K ﹤0.01%
23
+1
1134
$3.34K ﹤0.01%
30
+3
1135
$3.32K ﹤0.01%
36
+6
1136
$3.32K ﹤0.01%
3
1137
$3.32K ﹤0.01%
36
+7
1138
$3.28K ﹤0.01%
68
+23
1139
$3.28K ﹤0.01%
27
+2
1140
$3.15K ﹤0.01%
238
1141
$3.1K ﹤0.01%
123
1142
$3.1K ﹤0.01%
+168
1143
$3.08K ﹤0.01%
64
-40
1144
$3.03K ﹤0.01%
68
+8
1145
$2.98K ﹤0.01%
19
+17
1146
$2.97K ﹤0.01%
36
+4
1147
$2.92K ﹤0.01%
103
+20
1148
$2.89K ﹤0.01%
633
-3,871
1149
$2.87K ﹤0.01%
170
1150
$2.87K ﹤0.01%
14
-31
44 45
46
47 48