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
426
$660K 0.02%
12,252
-44
427
$652K 0.02%
2,084
-67
428
$650K 0.02%
13,030
+20
429
$648K 0.02%
2,174
-87
430
$628K 0.02%
32,430
+19,434
431
$628K 0.02%
19,221
-3,316
432
$621K 0.02%
7,960
+5,975
433
$617K 0.02%
1,695
+39
434
$598K 0.02%
2,780
-44
435
$592K 0.02%
3,306
+504
436
$589K 0.02%
3,280
+74
437
$585K 0.02%
2,438
+137
438
$578K 0.02%
22,350
-1,785
439
$560K 0.02%
6,734
+5,928
440
$555K 0.02%
16,708
+1,081
441
$553K 0.02%
8,856
+8,698
442
$548K 0.02%
9,415
+2,565
443
$546K 0.02%
4,645
+25
444
$543K 0.02%
4,558
-358
445
$541K 0.02%
11,490
+5,857
446
$539K 0.02%
6,876
+6,221
447
$538K 0.02%
17,677
+7,003
448
$533K 0.02%
16,861
+4,672
449
$532K 0.02%
12,902
-6,483
450
$532K 0.02%
14,198
+400
16 17
18
19 20