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
326
$1.3M 0.04%
26,669
+161
327
$1.29M 0.04%
8,197
+539
328
$1.28M 0.04%
13,333
+139
329
$1.27M 0.04%
4,237
-137
330
$1.27M 0.04%
8,140
+375
331
$1.26M 0.04%
128
+4
332
$1.26M 0.04%
8,000
+4,449
333
$1.25M 0.04%
27,349
-546
334
$1.25M 0.04%
5,038
+146
335
$1.23M 0.04%
+15,376
336
$1.22M 0.04%
16,585
+2,051
337
$1.21M 0.03%
7,273
-1,098
338
$1.21M 0.03%
22,570
+675
339
$1.2M 0.03%
10,095
-1,451
340
$1.19M 0.03%
3,900
341
$1.18M 0.03%
3,973
+1,134
342
$1.17M 0.03%
3,003
-199
343
$1.16M 0.03%
9,123
+1,648
344
$1.15M 0.03%
11,820
+1,048
345
$1.13M 0.03%
53,850
+6,136
346
$1.13M 0.03%
14,358
-96
347
$1.12M 0.03%
12,736
-1,798
348
$1.11M 0.03%
10,322
-2,979
349
$1.09M 0.03%
4,319
+111
350
$1.09M 0.03%
20,824
+4,730
12 13
14
15 16