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
1176
$2.18K ﹤0.01%
+78
1177
$2.14K ﹤0.01%
93
1178
$2.12K ﹤0.01%
57
+11
1179
$2.11K ﹤0.01%
31
+23
1180
$2.09K ﹤0.01%
7
-1
1181
$2.06K ﹤0.01%
72
+20
1182
$2.04K ﹤0.01%
23
+4
1183
$2.01K ﹤0.01%
87
1184
$2.01K ﹤0.01%
56
+10
1185
$1.99K ﹤0.01%
21
1186
$1.95K ﹤0.01%
76
-499
1187
$1.94K ﹤0.01%
20
-1
1188
$1.93K ﹤0.01%
113
-51
1189
$1.92K ﹤0.01%
17
+2
1190
$1.9K ﹤0.01%
70
+4
1191
$1.89K ﹤0.01%
8
+1
1192
$1.88K ﹤0.01%
9
1193
$1.86K ﹤0.01%
45
1194
$1.85K ﹤0.01%
+58
1195
$1.84K ﹤0.01%
266
1196
$1.83K ﹤0.01%
13
+3
1197
$1.83K ﹤0.01%
+101
1198
$1.83K ﹤0.01%
20
+13
1199
$1.8K ﹤0.01%
34
-38
1200
$1.79K ﹤0.01%
106
46 47
48
49 50