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
276
$1.44M 0.05%
13,942
-1,042
277
$1.43M 0.05%
5,865
-5,097
278
$1.43M 0.05%
30,043
-6,809
279
$1.42M 0.05%
7,515
-134
280
$1.42M 0.05%
8,351
-587
281
$1.42M 0.05%
5,405
-143
282
$1.41M 0.05%
7,843
+483
283
$1.41M 0.05%
10,733
-131
284
$1.38M 0.05%
19,036
+1,543
285
$1.38M 0.05%
14,603
-648
286
$1.37M 0.05%
13,271
-3,032
287
$1.36M 0.05%
9,429
+2,097
288
$1.34M 0.05%
54,830
+238
289
$1.34M 0.05%
5,934
-461
290
$1.34M 0.05%
25,690
+9,751
291
$1.34M 0.05%
16,786
-3,848
292
$1.33M 0.05%
4,498
-103
293
$1.33M 0.05%
15,894
-853
294
$1.32M 0.05%
28,950
-1,200
295
$1.32M 0.05%
3,921
+2,805
296
$1.3M 0.05%
51,830
+7,432
297
$1.3M 0.05%
11,437
-376
298
$1.3M 0.05%
8,663
-336
299
$1.29M 0.05%
12,561
-461
300
$1.28M 0.05%
3,648
-40
10 11
12
13 14