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
301
$1.28M 0.05%
26,858
+633
302
$1.27M 0.05%
5,266
-863
303
$1.26M 0.05%
19,836
-788
304
$1.26M 0.05%
11,705
+922
305
$1.24M 0.04%
5,710
-42
306
$1.23M 0.04%
20,357
+1,083
307
$1.22M 0.04%
7,630
-1,365
308
$1.21M 0.04%
4,674
-545
309
$1.2M 0.04%
11,932
+629
310
$1.2M 0.04%
20,456
+12,772
311
$1.18M 0.04%
20,519
+17,556
312
$1.18M 0.04%
3,994
-1,795
313
$1.18M 0.04%
35,803
+1,818
314
$1.17M 0.04%
12,992
-382
315
$1.17M 0.04%
30,250
-3,475
316
$1.17M 0.04%
21,366
-785
317
$1.16M 0.04%
11,714
-6,184
318
$1.15M 0.04%
19,245
-768
319
$1.14M 0.04%
21,862
-5,604
320
$1.13M 0.04%
318
-55
321
$1.13M 0.04%
13,489
-1,204
322
$1.11M 0.04%
11,028
-70
323
$1.11M 0.04%
8,160
+903
324
$1.11M 0.04%
45,825
325
$1.07M 0.04%
4,490
-167
11 12
13
14 15