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
1326
– –
-3,184
1327
– –
-255
1328
– –
-3,538
1329
– –
-2
1330
– –
-511
1331
– –
-9
1332
– –
-616
1333
– –
-826
1334
– –
-96
1335
– –
-101
1336
– –
-48
1337
– –
-345
1338
– –
-4
1339
– –
-140
1340
– –
-4,916
1341
– –
-2,359
1342
– –
-454
1343
– –
-64
1344
– –
-20
1345
– –
-258
1346
– –
-795
1347
– –
-289
1348
– –
-21,191
1349
– –
-5,312
1350
– –
-1,140
51 52 53
54
55