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
551
$217K 0.01%
1,215
-157
552
$216K 0.01%
8,876
-2,614
553
$212K 0.01%
3,252
+835
554
$211K 0.01%
5,759
-72
555
$210K 0.01%
2,983
-64
556
$209K 0.01%
5,821
-4,052
557
$208K 0.01%
617
+521
558
$207K 0.01%
960
+77
559
$206K 0.01%
579
560
$205K 0.01%
12,074
+9,022
561
$204K 0.01%
3,774
-821
562
$202K 0.01%
1,557
+162
563
$201K 0.01%
7,893
-17,369
564
$201K 0.01%
796
-73
565
$201K 0.01%
1,691
-851
566
$201K 0.01%
2,206
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567
$201K 0.01%
4,353
-1,566
568
$200K 0.01%
643
+19
569
$199K 0.01%
11,139
-317
570
$197K 0.01%
4,499
+1,898
571
$196K 0.01%
1,889
-409
572
$196K 0.01%
888
-12
573
$196K 0.01%
951
+398
574
$194K 0.01%
1,740
575
$194K 0.01%
1,041
-308
21 22
23
24 25