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
526
$249K 0.01%
1,547
-652
527
$249K 0.01%
5,780
+4,230
528
$248K 0.01%
1,906
-1,178
529
$248K 0.01%
4,315
-5,316
530
$247K 0.01%
3,366
-184
531
$247K 0.01%
2,387
-1,573
532
$247K 0.01%
4,596
-114
533
$247K 0.01%
1,195
+1,037
534
$246K 0.01%
2,790
-49
535
$242K 0.01%
1,777
+96
536
$241K 0.01%
1,689
-2,184
537
$239K 0.01%
3,237
+5
538
$239K 0.01%
1,618
+118
539
$238K 0.01%
3,448
+47
540
$235K 0.01%
2,999
+2,228
541
$234K 0.01%
1,399
+1,063
542
$233K 0.01%
5,788
+940
543
$226K 0.01%
10,544
+345
544
$225K 0.01%
15,648
+1,373
545
$224K 0.01%
3,060
-398
546
$223K 0.01%
1,888
+23
547
$221K 0.01%
6,338
+62
548
$220K 0.01%
+4,944
549
$218K 0.01%
9,491
+315
550
$218K 0.01%
2,630
+1,378
20 21
22
23 24