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
476
$375K 0.01%
2,528
-1,140
477
$373K 0.01%
16,633
-198
478
$369K 0.01%
1,268
-5,999
479
$360K 0.01%
4,447
+172
480
$348K 0.01%
2,102
-20
481
$338K 0.01%
866
-291
482
$334K 0.01%
1,770
+1,688
483
$332K 0.01%
12,706
-828
484
$331K 0.01%
4,249
-80
485
$330K 0.01%
2,158
-185
486
$328K 0.01%
4,831
487
$322K 0.01%
2,328
+517
488
$314K 0.01%
4,595
+1,050
489
$308K 0.01%
27,098
-3,877
490
$307K 0.01%
7,274
+828
491
$306K 0.01%
2,166
-1,005
492
$306K 0.01%
1,254
+93
493
$305K 0.01%
2,170
+11
494
$304K 0.01%
9,475
-28
495
$301K 0.01%
1,510
+1,277
496
$301K 0.01%
1,639
+78
497
$297K 0.01%
1,258
-91
498
$295K 0.01%
1,789
+218
499
$295K 0.01%
1,162
-21
500
$291K 0.01%
1,670
-1,558
18 19
20
21 22