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
351
$1.09M 0.03%
16,733
-13,314
352
$1.09M 0.03%
56,190
+7,475
353
$1.08M 0.03%
11,478
+7,820
354
$1.08M 0.03%
4,817
-643
355
$1.07M 0.03%
20,524
-829
356
$1.06M 0.03%
6,131
+578
357
$1.05M 0.03%
23,294
-468
358
$1.04M 0.03%
11,229
+2,660
359
$1.03M 0.03%
4,257
-145
360
$1.01M 0.03%
19,385
+11,776
361
$1.01M 0.03%
2,249
-472
362
$1.01M 0.03%
7,413
+6,973
363
$1M 0.03%
5,989
-179
364
$991K 0.03%
8,563
+8,154
365
$989K 0.03%
48,323
+29,374
366
$980K 0.03%
3,410
-230
367
$972K 0.03%
2,808
+999
368
$969K 0.03%
28,070
+220
369
$964K 0.03%
28,835
+3,345
370
$960K 0.03%
1,520
-24
371
$955K 0.03%
3,909
+356
372
$936K 0.03%
1,848
-1,381
373
$935K 0.03%
6,521
+110
374
$935K 0.03%
1,809
+9
375
$934K 0.03%
36,928
-72,190
13 14
15
16 17