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
351
$848K 0.03%
20,699
-74,565
352
$847K 0.03%
22,516
-2,992
353
$842K 0.03%
2,105
-606
354
$834K 0.03%
14,253
+10,123
355
$828K 0.03%
7,895
-78
356
$826K 0.03%
21,176
-734
357
$825K 0.03%
10,783
-2,201
358
$823K 0.03%
38,046
-6,784
359
$820K 0.03%
16,744
+13,012
360
$817K 0.03%
23,560
-306
361
$812K 0.03%
9,077
+1,745
362
$811K 0.03%
3,133
-294
363
$798K 0.03%
11,907
-1,191
364
$785K 0.03%
12,783
+214
365
$783K 0.03%
7,025
-2
366
$782K 0.03%
1,698
-23
367
$781K 0.03%
8,551
+301
368
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36,877
-2,193
369
$766K 0.03%
1,739
+47
370
$765K 0.03%
14,556
+2,833
371
$764K 0.03%
15,424
+1,482
372
$758K 0.03%
8,408
-1,269
373
$757K 0.03%
14,828
+110
374
$755K 0.03%
11,713
+3,695
375
$751K 0.03%
1,622
-393
13 14
15
16 17