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
1251
$954 ﹤0.01%
193
1252
$950 ﹤0.01%
4
1253
$938 ﹤0.01%
+33
1254
$933 ﹤0.01%
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-14
1255
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1256
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1257
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+30
1258
$890 ﹤0.01%
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$877 ﹤0.01%
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1260
$874 ﹤0.01%
17
1261
$864 ﹤0.01%
+22
1262
$855 ﹤0.01%
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$830 ﹤0.01%
+9
1264
$785 ﹤0.01%
3
+1
1265
$782 ﹤0.01%
+9
1266
$781 ﹤0.01%
10
-231
1267
$779 ﹤0.01%
9
+5
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$724 ﹤0.01%
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$721 ﹤0.01%
40
1270
$711 ﹤0.01%
30
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1271
$705 ﹤0.01%
+10
1272
$673 ﹤0.01%
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1273
$638 ﹤0.01%
+25
1274
$624 ﹤0.01%
+11
1275
$608 ﹤0.01%
27
49 50
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52 53