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
$2.77B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$90.7M
3
+$80M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$42.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$39M

Top Sells

1
+$122M
2
+$30.6M
3
+$15.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.12M

Sector Composition

1 Technology 8.31%
2 Financials 5.16%
3 Healthcare 4.85%
4 Industrials 3.8%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.9M 0.07%
20,399
-43
227
$1.88M 0.07%
24,925
-7,315
228
$1.88M 0.07%
17,368
-728
229
$1.87M 0.07%
52,962
-4,794
230
$1.86M 0.07%
6,213
-1,269
231
$1.85M 0.07%
21,503
-250
232
$1.85M 0.07%
1,588
-48
233
$1.85M 0.07%
+62,827
234
$1.85M 0.07%
24,220
+8,064
235
$1.84M 0.07%
4,777
+933
236
$1.83M 0.07%
10,240
-979
237
$1.81M 0.07%
68,004
+3,736
238
$1.77M 0.06%
10,903
-450
239
$1.76M 0.06%
3,006
-17
240
$1.76M 0.06%
6,737
+2,554
241
$1.75M 0.06%
3,998
-71
242
$1.74M 0.06%
180,390
-43,022
243
$1.73M 0.06%
14,602
-591
244
$1.73M 0.06%
2,735
-149
245
$1.72M 0.06%
8,395
-1,324
246
$1.72M 0.06%
3,850
-96
247
$1.71M 0.06%
82,468
-2,140
248
$1.69M 0.06%
3,327
+407
249
$1.69M 0.06%
30,414
-1,476
250
$1.69M 0.06%
56,631
-50,155
8 9
10
11 12