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
376
$926K 0.03%
5,101
+287
377
$924K 0.03%
5,673
+375
378
$923K 0.03%
293
+10
379
$905K 0.03%
+5,807
380
$900K 0.03%
8,709
+740
381
$888K 0.03%
3,360
-53
382
$884K 0.03%
7,458
+671
383
$874K 0.03%
6,924
+13
384
$873K 0.03%
7,982
-303,198
385
$865K 0.02%
19,892
+11,332
386
$849K 0.02%
6,406
-759
387
$826K 0.02%
10,607
-1,401
388
$826K 0.02%
1,979
+74
389
$824K 0.02%
22,706
+193
390
$815K 0.02%
2,819
+376
391
$813K 0.02%
7,826
-143
392
$811K 0.02%
13,074
+72
393
$806K 0.02%
17,787
+1,071
394
$799K 0.02%
2,431
+117
395
$797K 0.02%
19,657
+4,717
396
$796K 0.02%
10,913
+475
397
$791K 0.02%
2,687
+9
398
$788K 0.02%
1,593
+151
399
$777K 0.02%
14,229
+4,401
400
$777K 0.02%
26,290
+189
14 15
16
17 18