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
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
– –
-123
1315
– –
-7,563
1316
– –
-3,306
1317
– –
-5
1318
– –
-10,141
1319
– –
-1,170
1320
– –
-16,708
1321
– –
-2,320
1322
– –
-251
1323
– –
-6,131
1324
– –
-70
1325
– –
-3,184
51 52
53
54 55