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
$3.48B
AUM Growth
+$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$25.4M
3
+$19.9M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$17.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.1M

Top Sells

1
+$33.1M
2
+$27.7M
3
+$14.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.88M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.93M

Sector Composition

1 Technology 7.67%
2 Financials 4.86%
3 Healthcare 4.56%
4 Industrials 3.38%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.21M 0.06%
25,675
+511
227
$2.18M 0.06%
10,556
+123
228
$2.18M 0.06%
+10,387
229
$2.18M 0.06%
6,770
+386
230
$2.15M 0.06%
3,771
-53
231
$2.14M 0.06%
26,270
-19,460
232
$2.14M 0.06%
6,181
+235
233
$2.13M 0.06%
25,402
-1,830
234
$2.13M 0.06%
12,049
-33
235
$2.11M 0.06%
11,739
+8,914
236
$2.1M 0.06%
43,610
+1,717
237
$2.08M 0.06%
21,708
-1,100
238
$2.05M 0.06%
14,634
+73
239
$2.03M 0.06%
19,274
+1,414
240
$1.99M 0.06%
2,156
-52
241
$1.99M 0.06%
8,553
+1,177
242
$1.96M 0.06%
6,802
+689
243
$1.94M 0.06%
14,889
+3,446
244
$1.93M 0.06%
32,428
+1,908
245
$1.91M 0.06%
17,331
-2,972
246
$1.91M 0.05%
10,004
-1,128
247
$1.9M 0.05%
73,776
+13,074
248
$1.89M 0.05%
17,579
+6,679
249
$1.88M 0.05%
10,929
-13,015
250
$1.87M 0.05%
3,215
+1,168
8 9
10
11 12