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
251
$1.67M 0.06%
32,702
-12,435
252
$1.67M 0.06%
14,357
-2,923
253
$1.66M 0.06%
24,477
+463
254
$1.62M 0.06%
20,562
-4,055
255
$1.62M 0.06%
10,981
-1,273
256
$1.61M 0.06%
6,903
-534
257
$1.6M 0.06%
18,200
-667
258
$1.6M 0.06%
17,038
-650
259
$1.59M 0.06%
58,608
-14,292
260
$1.58M 0.06%
10,147
-2,042
261
$1.56M 0.06%
8,177
-394
262
$1.56M 0.06%
24,585
-5,595
263
$1.55M 0.06%
31,910
+9,730
264
$1.55M 0.06%
7,368
+753
265
$1.54M 0.06%
5,149
-36
266
$1.53M 0.06%
2,966
+1,864
267
$1.51M 0.05%
1,063
-18
268
$1.51M 0.05%
41,953
-38
269
$1.49M 0.05%
8,876
-1,227
270
$1.47M 0.05%
25,592
-8,768
271
$1.47M 0.05%
7,390
-570
272
$1.46M 0.05%
23,949
-1,827
273
$1.45M 0.05%
50,715
-12,833
274
$1.45M 0.05%
28,292
-11,325
275
$1.44M 0.05%
3,062
+142
9 10
11
12 13