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
326
$1.06M 0.04%
15,927
-1,547
327
$1.05M 0.04%
4,059
+804
328
$1.05M 0.04%
3,817
-5,645
329
$1.04M 0.04%
1,817
-406
330
$1.01M 0.04%
9,740
-839
331
$1.01M 0.04%
14,374
-45,547
332
$990K 0.04%
4,450
-17
333
$973K 0.04%
6,110
-3,743
334
$969K 0.04%
16,123
-1,293
335
$968K 0.04%
6,679
-640
336
$953K 0.03%
671
-16
337
$952K 0.03%
13,840
+4,454
338
$940K 0.03%
3,321
-595
339
$936K 0.03%
12,909
+936
340
$926K 0.03%
6,243
-1,840
341
$904K 0.03%
24,765
-1,057
342
$903K 0.03%
13,411
+979
343
$899K 0.03%
15,593
-22,922
344
$896K 0.03%
47,330
-8,750
345
$896K 0.03%
128
-10
346
$879K 0.03%
3,246
+306
347
$871K 0.03%
2,794
+1,207
348
$854K 0.03%
2,729
+1,012
349
$853K 0.03%
+10,366
350
$851K 0.03%
329
-118
12 13
14
15 16