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
501
$360K 0.01%
13,414
+138
502
$357K 0.01%
2,090
-128
503
$356K 0.01%
5,462
+538
504
$352K 0.01%
7,468
+1,493
505
$351K 0.01%
15,041
-95
506
$348K 0.01%
1,283
+1
507
$345K 0.01%
2,242
-2
508
$343K 0.01%
2,778
-60
509
$339K 0.01%
1,479
-422
510
$337K 0.01%
34,513
-1,509
511
$337K 0.01%
1,197
-42
512
$331K 0.01%
1,855
-20
513
$331K 0.01%
6,270
+2,554
514
$327K 0.01%
1,859
-99
515
$326K 0.01%
1,989
-8
516
$325K 0.01%
3,380
+708
517
$325K 0.01%
5,908
+332
518
$324K 0.01%
1,183
-6
519
$323K 0.01%
2,310
+528
520
$317K 0.01%
17,122
+150
521
$317K 0.01%
1,219
-10
522
$313K 0.01%
4,041
-171
523
$309K 0.01%
2,811
-20
524
$307K 0.01%
9,818
+4,298
525
$307K 0.01%
1,143
-5
19 20
21
22 23