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
101
$5.29M 0.15%
50,171
+18,177
102
$5.26M 0.15%
74,829
-1,925
103
$5.17M 0.14%
30,856
-12,669
104
$5.14M 0.14%
8,176
-138
105
$5.11M 0.14%
4,821
-481
106
$5.1M 0.14%
22,344
+2,702
107
$5.03M 0.14%
39,689
-2,975
108
$5.03M 0.14%
40,582
+2,677
109
$5.02M 0.14%
4,901
+240
110
$4.96M 0.14%
79,616
+4,828
111
$4.95M 0.14%
131,821
-9,364
112
$4.94M 0.14%
53,505
-4,004
113
$4.92M 0.14%
60,132
-3,455
114
$4.9M 0.14%
46,023
+3,709
115
$4.79M 0.13%
27,658
+426
116
$4.78M 0.13%
84,457
+2,449
117
$4.77M 0.13%
68,750
-3,225
118
$4.7M 0.13%
59,707
+2,686
119
$4.67M 0.13%
8,774
+315
120
$4.67M 0.13%
9,609
-1,614
121
$4.65M 0.13%
58,274
-2,786
122
$4.55M 0.13%
51,090
+11,880
123
$4.49M 0.13%
93,033
-8,763
124
$4.48M 0.13%
10,003
-216
125
$4.46M 0.12%
39,390
+695
3 4
5
6 7