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
301
$1.44M 0.04%
35,001
+20,622
302
$1.44M 0.04%
343
-28
303
$1.43M 0.04%
24,888
+5,054
304
$1.43M 0.04%
19,578
-3,081
305
$1.43M 0.04%
28,810
+1,407
306
$1.43M 0.04%
12,446
+3,596
307
$1.41M 0.04%
16,864
+3,226
308
$1.41M 0.04%
7,750
-587
309
$1.4M 0.04%
1,733
+391
310
$1.39M 0.04%
2,933
+2,617
311
$1.39M 0.04%
5,125
+749
312
$1.38M 0.04%
39,407
-1,119
313
$1.38M 0.04%
11,736
-1,900
314
$1.37M 0.04%
2,718
-953
315
$1.37M 0.04%
12,260
-202
316
$1.37M 0.04%
6,619
+190
317
$1.35M 0.04%
17,490
-4,434
318
$1.35M 0.04%
27,278
-6,411
319
$1.34M 0.04%
53,311
+1,286
320
$1.33M 0.04%
4,395
+570
321
$1.32M 0.04%
31,510
+4,406
322
$1.32M 0.04%
3,688
+358
323
$1.31M 0.04%
835
+80
324
$1.31M 0.04%
4,970
+1,578
325
$1.3M 0.04%
3,407
-304
11 12
13
14 15