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
201
$2.45M 0.07%
19,280
-456
202
$2.43M 0.07%
44,930
-22,916
203
$2.43M 0.07%
19,431
-797
204
$2.41M 0.07%
7,013
+243
205
$2.4M 0.07%
9,862
+9,757
206
$2.37M 0.07%
6,943
-307
207
$2.36M 0.07%
4,982
-139
208
$2.3M 0.06%
9,216
-256
209
$2.3M 0.06%
7,776
+6,975
210
$2.27M 0.06%
28,716
-1,683
211
$2.26M 0.06%
60,528
-2,105
212
$2.24M 0.06%
88,884
+15,108
213
$2.21M 0.06%
29,817
-8,065
214
$2.21M 0.06%
68,154
+16,703
215
$2.21M 0.06%
+22,782
216
$2.19M 0.06%
3,837
+66
217
$2.17M 0.06%
26,401
-465
218
$2.15M 0.06%
21,692
+2,418
219
$2.13M 0.06%
10,168
-100
220
$2.12M 0.06%
75,952
+58,275
221
$2.12M 0.06%
16,477
+2,592
222
$2.11M 0.06%
11,236
+680
223
$2.09M 0.06%
12,670
+11,805
224
$2.09M 0.06%
988
-19
225
$2.08M 0.06%
3,988
+299
7 8
9
10 11