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
426
$544K 0.02%
12,179
+2,591
427
$540K 0.02%
15,316
-757
428
$539K 0.02%
11,873
-3,334
429
$535K 0.02%
9,751
+158
430
$529K 0.02%
2,510
-172
431
$521K 0.02%
2,705
+2,474
432
$515K 0.02%
14,334
+2,284
433
$509K 0.02%
3,097
-61
434
$501K 0.02%
5,328
+944
435
$501K 0.02%
6,415
-250
436
$500K 0.02%
1,020
+280
437
$499K 0.02%
10,019
-1,369
438
$498K 0.02%
1,862
-496
439
$496K 0.02%
8,641
-135
440
$495K 0.02%
992
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441
$491K 0.02%
1,609
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442
$487K 0.02%
14,612
-12,578
443
$485K 0.02%
4,255
-425
444
$476K 0.02%
3,502
-1,028
445
$469K 0.02%
7,664
-57
446
$465K 0.02%
25,788
-1,301
447
$458K 0.02%
14,310
-554
448
$458K 0.02%
2,878
-185
449
$458K 0.02%
978
-45
450
$457K 0.02%
6,053
16 17
18
19 20