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
1226
$1.39K ﹤0.01%
86
1227
$1.37K ﹤0.01%
20
-173
1228
$1.32K ﹤0.01%
115
+32
1229
$1.32K ﹤0.01%
16
-4
1230
$1.31K ﹤0.01%
25
1231
$1.29K ﹤0.01%
+11
1232
$1.28K ﹤0.01%
52
1233
$1.27K ﹤0.01%
71
+53
1234
$1.26K ﹤0.01%
+10
1235
$1.26K ﹤0.01%
7
-7
1236
$1.24K ﹤0.01%
16
+3
1237
$1.23K ﹤0.01%
2
1238
$1.22K ﹤0.01%
1
1239
$1.22K ﹤0.01%
+20
1240
$1.21K ﹤0.01%
+22
1241
$1.2K ﹤0.01%
116
-354
1242
$1.2K ﹤0.01%
42
1243
$1.18K ﹤0.01%
+16
1244
$1.16K ﹤0.01%
5
-35
1245
$1.15K ﹤0.01%
36
-8
1246
$1.14K ﹤0.01%
10
1247
$1.14K ﹤0.01%
11
1248
$1.1K ﹤0.01%
+16
1249
$1.07K ﹤0.01%
+11
1250
$1.04K ﹤0.01%
123
-3,636
48 49
50
51 52