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
176
$2.84M 0.08%
30,231
+274
177
$2.75M 0.08%
11,139
-364
178
$2.74M 0.08%
10,752
-139
179
$2.74M 0.08%
38,875
-537
180
$2.73M 0.08%
18,334
+452
181
$2.72M 0.08%
8,186
-450
182
$2.7M 0.08%
7,310
+6,303
183
$2.7M 0.08%
57,809
-3,015
184
$2.66M 0.07%
14,206
+153
185
$2.62M 0.07%
16,092
+1,075
186
$2.6M 0.07%
9,290
-96
187
$2.6M 0.07%
97,899
-26,813
188
$2.59M 0.07%
10,794
+343
189
$2.58M 0.07%
4,307
+1,092
190
$2.58M 0.07%
44,451
+1,180
191
$2.58M 0.07%
43,155
+26,570
192
$2.57M 0.07%
6,666
-614
193
$2.57M 0.07%
28,198
-4,514
194
$2.57M 0.07%
2,805
+57
195
$2.54M 0.07%
43,458
-1,128
196
$2.5M 0.07%
28,112
-1,861
197
$2.5M 0.07%
6,217
-7,470
198
$2.48M 0.07%
22,294
+8,961
199
$2.48M 0.07%
46,435
-6,340
200
$2.46M 0.07%
26,738
-838
6 7
8
9 10