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
151
$3.48M 0.1%
213,778
-31,580
152
$3.46M 0.1%
51,314
-1,248
153
$3.45M 0.1%
67,045
-2,715
154
$3.43M 0.1%
37,682
-1,361
155
$3.39M 0.09%
37,025
+1,817
156
$3.37M 0.09%
5,530
-367
157
$3.35M 0.09%
55,592
-9,368
158
$3.35M 0.09%
112,168
+18,051
159
$3.35M 0.09%
75,812
-3,376
160
$3.32M 0.09%
81,993
+9,355
161
$3.3M 0.09%
19,767
-796
162
$3.3M 0.09%
75,985
-1,400
163
$3.28M 0.09%
57,179
+485
164
$3.28M 0.09%
68,500
+10,710
165
$3.23M 0.09%
6,218
-1,931
166
$3.14M 0.09%
56,153
+3,222
167
$3.13M 0.09%
14,562
+2,823
168
$3.08M 0.09%
18,484
-2,271
169
$3.06M 0.09%
104,720
-10,950
170
$3.04M 0.08%
52,608
-9,240
171
$3.01M 0.08%
37,098
+1,213
172
$3M 0.08%
64,479
-1,116
173
$3M 0.08%
27,443
-293
174
$2.99M 0.08%
26,211
-1,196
175
$2.98M 0.08%
64,725
+62,855
5 6
7
8 9