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
1151
$2.82K ﹤0.01%
27
+5
1152
$2.81K ﹤0.01%
65
-170
1153
$2.76K ﹤0.01%
130
1154
$2.71K ﹤0.01%
12
+2
1155
$2.69K ﹤0.01%
8
+1
1156
$2.69K ﹤0.01%
27
1157
$2.65K ﹤0.01%
53
1158
$2.58K ﹤0.01%
24
+20
1159
$2.54K ﹤0.01%
35
-60
1160
$2.54K ﹤0.01%
81
-54
1161
$2.52K ﹤0.01%
50
+9
1162
$2.5K ﹤0.01%
66
1163
$2.48K ﹤0.01%
250
+57
1164
$2.47K ﹤0.01%
40
+5
1165
$2.46K ﹤0.01%
15
1166
$2.45K ﹤0.01%
8
1167
$2.4K ﹤0.01%
96
-1,460
1168
$2.37K ﹤0.01%
30
1169
$2.33K ﹤0.01%
175
1170
$2.3K ﹤0.01%
34
-2
1171
$2.3K ﹤0.01%
105
1172
$2.3K ﹤0.01%
180
-279
1173
$2.28K ﹤0.01%
214
-72
1174
$2.21K ﹤0.01%
12
1175
$2.19K ﹤0.01%
47
45 46
47
48 49