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
526
$305K 0.01%
2,492
-539
527
$304K 0.01%
4,275
+621
528
$304K 0.01%
2,879
+167
529
$300K 0.01%
5,990
+2,986
530
$299K 0.01%
3,549
+118
531
$299K 0.01%
2,890
-77
532
$297K 0.01%
635
-15
533
$296K 0.01%
4,115
-132
534
$296K 0.01%
4,964
-111
535
$295K 0.01%
12,901
+2,893
536
$293K 0.01%
26,394
+406
537
$292K 0.01%
731
538
$292K 0.01%
811
-35
539
$288K 0.01%
11,816
-2,038
540
$287K 0.01%
1,105
-12
541
$287K 0.01%
1,431
542
$286K 0.01%
1,975
+611
543
$285K 0.01%
1,695
+6
544
$284K 0.01%
4,038
-260
545
$283K 0.01%
2,898
+1,122
546
$281K 0.01%
2,141
+391
547
$279K 0.01%
186
+144
548
$276K 0.01%
3,801
-883
549
$276K 0.01%
2,220
+502
550
$275K 0.01%
3,102
+978
20 21
22
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