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
276
$1.66M 0.05%
10,164
-3,028
277
$1.66M 0.05%
21,959
+74
278
$1.65M 0.05%
5,973
-778
279
$1.65M 0.05%
25,039
-5,732
280
$1.65M 0.05%
6,385
+1,439
281
$1.6M 0.05%
44,705
+15,571
282
$1.59M 0.05%
35,862
+820
283
$1.59M 0.05%
18,390
-156
284
$1.58M 0.05%
50,333
+2,187
285
$1.57M 0.05%
6,989
+541
286
$1.56M 0.04%
14,223
-55
287
$1.56M 0.04%
6,120
-99
288
$1.56M 0.04%
41,027
+9,357
289
$1.56M 0.04%
2,994
+129
290
$1.55M 0.04%
10,291
-100
291
$1.55M 0.04%
64,037
-4,465
292
$1.54M 0.04%
6,590
-539
293
$1.53M 0.04%
135,004
-29,804
294
$1.53M 0.04%
20,595
-340
295
$1.52M 0.04%
12,825
+12,579
296
$1.52M 0.04%
5,855
-651
297
$1.5M 0.04%
44,400
-730
298
$1.49M 0.04%
18,120
+337
299
$1.49M 0.04%
5,695
+280
300
$1.48M 0.04%
32,993
-5,211
10 11
12
13 14