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
1201
$1.77K ﹤0.01%
53
-10,358
1202
$1.76K ﹤0.01%
21
+4
1203
$1.76K ﹤0.01%
42
1204
$1.74K ﹤0.01%
46
1205
$1.73K ﹤0.01%
390
+55
1206
$1.73K ﹤0.01%
+4
1207
$1.72K ﹤0.01%
76
1208
$1.72K ﹤0.01%
78
+4
1209
$1.66K ﹤0.01%
7
1210
$1.63K ﹤0.01%
9
+2
1211
$1.62K ﹤0.01%
40
-169
1212
$1.62K ﹤0.01%
21
-18
1213
$1.59K ﹤0.01%
28
-14
1214
$1.57K ﹤0.01%
12
1215
$1.55K ﹤0.01%
18
-62
1216
$1.55K ﹤0.01%
+36
1217
$1.55K ﹤0.01%
51
+9
1218
$1.54K ﹤0.01%
37
-302
1219
$1.51K ﹤0.01%
50
+5
1220
$1.48K ﹤0.01%
13
1221
$1.48K ﹤0.01%
71
+25
1222
$1.47K ﹤0.01%
125
1223
$1.45K ﹤0.01%
120
1224
$1.45K ﹤0.01%
21
-27
1225
$1.39K ﹤0.01%
+2
47 48
49
50 51