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
476
$424K 0.01%
1,087
+339
477
$417K 0.01%
44,538
+23,023
478
$408K 0.01%
5,653
-40
479
$400K 0.01%
1,419
-320
480
$396K 0.01%
12,813
+394
481
$393K 0.01%
4,825
+4,630
482
$391K 0.01%
10,411
+3,308
483
$391K 0.01%
1,007
+67
484
$388K 0.01%
788
+126
485
$388K 0.01%
2,665
-22
486
$387K 0.01%
3,424
-114
487
$386K 0.01%
6,076
+1,695
488
$382K 0.01%
7,515
+785
489
$379K 0.01%
2,513
+11
490
$375K 0.01%
2,161
+384
491
$374K 0.01%
3,426
+1,331
492
$371K 0.01%
+15,683
493
$370K 0.01%
1,918
-287
494
$367K 0.01%
10,074
+36
495
$365K 0.01%
1,863
-342
496
$365K 0.01%
7,158
+1,108
497
$365K 0.01%
+7,381
498
$363K 0.01%
5,601
-5,726
499
$360K 0.01%
2,895
+709
500
$360K 0.01%
1,251
-1,988
18 19
20
21 22