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
451
$456K 0.02%
3,259
-68
452
$456K 0.02%
3,806
+830
453
$453K 0.02%
2,981
+33
454
$450K 0.02%
2,924
-481
455
$440K 0.02%
1,756
-815
456
$435K 0.02%
4,271
-3,298
457
$435K 0.02%
2,501
-804
458
$431K 0.02%
12,166
+926
459
$425K 0.02%
5,286
+179
460
$417K 0.02%
5,182
-139
461
$414K 0.02%
10,179
-169
462
$410K 0.01%
9,623
+4,709
463
$405K 0.01%
4,347
+248
464
$404K 0.01%
12,683
+7,737
465
$402K 0.01%
2,785
-30
466
$402K 0.01%
11,107
-5,287
467
$395K 0.01%
10,787
-2,856
468
$393K 0.01%
4,630
+2,672
469
$392K 0.01%
2,949
+458
470
$391K 0.01%
22,150
-794
471
$388K 0.01%
11,699
+25
472
$383K 0.01%
1,669
-185
473
$383K 0.01%
10,192
-623
474
$381K 0.01%
1,565
+682
475
$376K 0.01%
4,195
+772
17 18
19
20 21