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
401
$644K 0.02%
12,582
-208
402
$643K 0.02%
4,162
+1,026
403
$629K 0.02%
4,544
-99
404
$617K 0.02%
4,330
+404
405
$604K 0.02%
18,422
-6,002
406
$603K 0.02%
24,957
+20,481
407
$602K 0.02%
1,316
-52
408
$598K 0.02%
14,880
+1,941
409
$593K 0.02%
6,337
-633
410
$593K 0.02%
3,815
+976
411
$592K 0.02%
1,157
+1,075
412
$591K 0.02%
20,539
-1,596
413
$590K 0.02%
4,652
-969
414
$583K 0.02%
2,702
-189
415
$583K 0.02%
13,252
+6,933
416
$579K 0.02%
2,652
+1,259
417
$577K 0.02%
8,651
-2,404
418
$576K 0.02%
7,101
-1,342
419
$566K 0.02%
25,597
-129
420
$565K 0.02%
33,937
-9,790
421
$558K 0.02%
6,763
+557
422
$554K 0.02%
8,960
-2,656
423
$552K 0.02%
4,391
-175
424
$550K 0.02%
11,859
-1,147
425
$546K 0.02%
11,659
+3,715
15 16
17
18 19