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
401
$773K 0.02%
6,917
+63
402
$771K 0.02%
24,553
-12,400
403
$770K 0.02%
5,411
-7,608
404
$770K 0.02%
3,971
+737
405
$762K 0.02%
9,007
+1,598
406
$755K 0.02%
12,282
-536
407
$746K 0.02%
8,885
+349
408
$739K 0.02%
5,312
-170
409
$738K 0.02%
9,965
+7,138
410
$735K 0.02%
8,318
-2,720
411
$730K 0.02%
5,634
-7,154
412
$724K 0.02%
13,596
-2,021
413
$717K 0.02%
16,944
-4,919
414
$715K 0.02%
14,600
+309
415
$709K 0.02%
7,336
+7,089
416
$701K 0.02%
5,705
+178
417
$701K 0.02%
5,856
-1,259
418
$697K 0.02%
35,255
+9,043
419
$695K 0.02%
9,229
+501
420
$692K 0.02%
8,596
-111
421
$688K 0.02%
18,646
+487
422
$687K 0.02%
2,823
+2
423
$674K 0.02%
8,641
-7,323
424
$672K 0.02%
40,194
+1,236
425
$671K 0.02%
2,118
+841
15 16
17
18 19