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
501
$291K 0.01%
35,311
-1,680
502
$290K 0.01%
2,222
+331
503
$284K 0.01%
1,037
+406
504
$283K 0.01%
2,692
-656
505
$282K 0.01%
753
+107
506
$281K 0.01%
2,056
-97
507
$281K 0.01%
2,520
-192
508
$280K 0.01%
3,038
-39
509
$280K 0.01%
849
+430
510
$279K 0.01%
14,399
+976
511
$271K 0.01%
35,134
512
$270K 0.01%
7,282
-159
513
$266K 0.01%
2,889
+2,812
514
$265K 0.01%
28,191
-2,446
515
$265K 0.01%
1,038
+641
516
$264K 0.01%
9,234
-2,374
517
$263K 0.01%
3,531
-99
518
$259K 0.01%
2,757
+795
519
$256K 0.01%
3,225
-7
520
$256K 0.01%
2,531
-120
521
$252K 0.01%
22,027
-741
522
$251K 0.01%
5,041
-146
523
$251K 0.01%
1,952
+1,462
524
$250K 0.01%
775
-2,163
525
$249K 0.01%
1,158
+1,093
19 20
21
22 23