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
26
$24.9M 0.9%
166,806
-9,113
27
$23.3M 0.84%
420,235
-10,040
28
$22.2M 0.8%
115,344
-2,687
29
$20.6M 0.75%
118,748
-131
30
$20.6M 0.75%
810,606
-110,913
31
$20.2M 0.73%
261,703
-166,809
32
$20.1M 0.73%
132,279
-8,006
33
$19.1M 0.69%
136,920
-21,424
34
$18.4M 0.66%
147,096
-10,621
35
$17.9M 0.65%
161,693
-63,162
36
$16M 0.58%
93,793
+5,304
37
$15.5M 0.56%
142,941
-10,339
38
$15.1M 0.55%
304,850
-1,910
39
$14.9M 0.54%
154,232
-1,270,149
40
$14.5M 0.52%
55,617
-1,074
41
$14.2M 0.51%
70,808
-2,667
42
$13.3M 0.48%
157,235
+42,656
43
$12.7M 0.46%
24,132
+1,986
44
$11.6M 0.42%
32,791
-2,529
45
$11.5M 0.42%
115,701
+55,149
46
$11.4M 0.41%
222,425
+19,116
47
$11.4M 0.41%
73,224
-2,749
48
$11.2M 0.4%
118,981
-14,993
49
$11M 0.4%
47,426
+5,176
50
$10.7M 0.39%
145,784
+858
1
2
3 4 5