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
251
$1.87M 0.05%
25,970
+1,378
252
$1.86M 0.05%
4,265
+308
253
$1.86M 0.05%
4,585
+167
254
$1.86M 0.05%
9,281
+1,101
255
$1.85M 0.05%
1,007
+10
256
$1.85M 0.05%
8,279
+92
257
$1.84M 0.05%
9,342
-2,883
258
$1.84M 0.05%
8,862
-145
259
$1.82M 0.05%
15,773
-114
260
$1.81M 0.05%
3,689
-529
261
$1.8M 0.05%
31,192
-20,000
262
$1.79M 0.05%
31,095
+1,543
263
$1.78M 0.05%
4,940
-149
264
$1.76M 0.05%
15,950
+3,449
265
$1.74M 0.05%
7,335
+156
266
$1.74M 0.05%
13,885
+5,154
267
$1.73M 0.05%
2,876
-21
268
$1.73M 0.05%
10,528
+550
269
$1.72M 0.05%
6,040
-656
270
$1.71M 0.05%
12,930
-569
271
$1.7M 0.05%
51,451
-274
272
$1.7M 0.05%
3,276
-991
273
$1.68M 0.05%
9,884
+100
274
$1.66M 0.05%
3,801
-48
275
$1.66M 0.05%
7,902
+5,038
9 10
11
12 13