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
1276
$600 ﹤0.01%
46
1277
$581 ﹤0.01%
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1278
$575 ﹤0.01%
+6
1279
$506 ﹤0.01%
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1280
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1281
$498 ﹤0.01%
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1282
$483 ﹤0.01%
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1283
$448 ﹤0.01%
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$438 ﹤0.01%
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1285
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+5
1286
$326 ﹤0.01%
8
1287
$287 ﹤0.01%
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$282 ﹤0.01%
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1289
$278 ﹤0.01%
+4
1290
$269 ﹤0.01%
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1291
$246 ﹤0.01%
600
1292
$239 ﹤0.01%
3
+1
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$207 ﹤0.01%
10
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$205 ﹤0.01%
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1296
$181 ﹤0.01%
9
1297
$143 ﹤0.01%
9
-17,113
1298
$142 ﹤0.01%
+3
1299
$142 ﹤0.01%
3
1300
$113 ﹤0.01%
+1
50 51
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