TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
+$28.3M
2
+$25.3M
3
+$16.4M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$16.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.1M

Top Sells

1
+$5.88M
2
+$4.5M
3
+$3.68M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.46M
5
EPD icon
Enterprise Products Partners
EPD
+$3.02M

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
1301
$73 ﹤0.01%
1
1302
$67 ﹤0.01%
+1
1303
$64 ﹤0.01%
400
1304
$59 ﹤0.01%
+1
1305
$58 ﹤0.01%
+1
1306
$54 ﹤0.01%
1
-1
1307
$50 ﹤0.01%
2
+1
1308
$48 ﹤0.01%
+1
1309
– –
0
1310
$27 ﹤0.01%
1
1311
$24 ﹤0.01%
1
-202
1312
$14 ﹤0.01%
1
-204
1313
$11 ﹤0.01%
1
-1
1314
– –
-5,312
1315
– –
-1,140
1316
– –
-2,257
1317
– –
-1
1318
– –
-12
1319
– –
-861
1320
– –
-1,373
1321
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-131
1322
– –
-162
1323
– –
-5,405
1324
– –
-131
1325
– –
-9
51 52
53
54 55