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
26
$28.9M 0.83%
238,230
-28,913
27
$26.9M 0.77%
144,339
+7,833
28
$25.9M 0.74%
255,363
+159,358
29
$25.8M 0.74%
414,663
+9,904
30
$24.9M 0.72%
106,889
+6,543
31
$23.7M 0.68%
41,392
+1,195
32
$22.6M 0.65%
801,375
+17,646
33
$21.1M 0.61%
401,020
+79,919
34
$20.7M 0.6%
109,249
-9,965
35
$19.9M 0.57%
94,595
+1,887
36
$19.9M 0.57%
175,934
+1,252
37
$19.7M 0.57%
100,045
-2,129
38
$18.5M 0.53%
111,705
-6,709
39
$18.5M 0.53%
235,121
-12,109
40
$18.3M 0.53%
218,664
+16,813
41
$18.2M 0.52%
128,339
-2,868
42
$17.4M 0.5%
149,063
-4,257
43
$16.4M 0.47%
171,605
-32,840
44
$14.1M 0.41%
116,416
+2,905
45
$13.9M 0.4%
70,411
-312
46
$13.8M 0.4%
140,644
-26,851
47
$13.1M 0.38%
59,350
-2,263
48
$12.7M 0.37%
48,224
-1,719
49
$12.7M 0.37%
131,557
+25,526
50
$12.6M 0.36%
160,406
+30,902
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