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
376
$749K 0.03%
23,264
+506
377
$748K 0.03%
5,379
+2,806
378
$744K 0.03%
10,757
-5,185
379
$738K 0.03%
5,812
-1,439
380
$730K 0.03%
23,254
+2,655
381
$730K 0.03%
6,873
-909
382
$710K 0.03%
1,302
+1,036
383
$708K 0.03%
2,727
-194
384
$704K 0.03%
14,004
+1,608
385
$699K 0.03%
2,501
-158
386
$698K 0.03%
2,540
-209
387
$697K 0.03%
3,169
-139
388
$688K 0.02%
3,345
-305
389
$685K 0.02%
9,164
-512
390
$677K 0.02%
7,831
-1,599
391
$673K 0.02%
9,068
-429
392
$668K 0.02%
10,339
393
$668K 0.02%
26,107
-50
394
$666K 0.02%
5,469
-565
395
$661K 0.02%
3,863
+3,250
396
$657K 0.02%
2,993
+274
397
$657K 0.02%
22,147
-1,128
398
$656K 0.02%
5,421
+84
399
$653K 0.02%
2,709
-13
400
$648K 0.02%
28,374
-10,050
14 15
16
17 18