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
126
$4.45M 0.12%
41,353
+9,348
127
$4.26M 0.12%
100,348
+1,053
128
$4.2M 0.12%
19,765
-580
129
$4.2M 0.12%
5,438
-7,105
130
$4.14M 0.12%
17,791
+1,106
131
$4.11M 0.12%
12,592
+513
132
$4.1M 0.11%
13,823
+29
133
$3.98M 0.11%
26,198
-6,673
134
$3.97M 0.11%
174,246
-23,069
135
$3.95M 0.11%
72,433
+12,995
136
$3.93M 0.11%
13,090
-4,386
137
$3.88M 0.11%
17,646
-289
138
$3.83M 0.11%
86,883
+11,884
139
$3.81M 0.11%
164,172
+5,907
140
$3.78M 0.11%
16,458
-1,488
141
$3.77M 0.11%
42,652
-869
142
$3.76M 0.11%
27,747
+1,410
143
$3.74M 0.1%
13,593
-400
144
$3.73M 0.1%
6,507
+1,541
145
$3.71M 0.1%
10,918
+421
146
$3.52M 0.1%
31,843
+5,873
147
$3.52M 0.1%
27,959
-6,366
148
$3.51M 0.1%
15,531
+943
149
$3.5M 0.1%
39,207
-11,791
150
$3.48M 0.1%
22,405
+14,405
4 5
6
7 8