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
451
$529K 0.02%
17,976
+8,110
452
$519K 0.01%
3,387
-6,476
453
$512K 0.01%
4,248
-1
454
$509K 0.01%
1,885
+165
455
$508K 0.01%
12,422
+3,346
456
$496K 0.01%
3,124
-646
457
$486K 0.01%
10,949
+382
458
$485K 0.01%
5,058
-68
459
$484K 0.01%
4,609
+37
460
$477K 0.01%
12,796
-339
461
$474K 0.01%
1,101
-137
462
$466K 0.01%
883
+32
463
$463K 0.01%
5,230
-121
464
$458K 0.01%
2,074
-46
465
$456K 0.01%
3,768
+334
466
$454K 0.01%
2,995
+184
467
$452K 0.01%
1,643
+181
468
$450K 0.01%
2,550
-134
469
$450K 0.01%
20,350
-1,144
470
$447K 0.01%
4,468
+85
471
$445K 0.01%
3,288
+256
472
$438K 0.01%
814
-7
473
$432K 0.01%
11,042
-922
474
$430K 0.01%
3,906
+37
475
$425K 0.01%
2,675
+2,380
17 18
19
20 21