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
551
$275K 0.01%
25,962
-68
552
$272K 0.01%
6,603
+2,020
553
$271K 0.01%
1,938
-21
554
$267K 0.01%
1,859
-14
555
$267K 0.01%
3,114
-23
556
$266K 0.01%
4,035
+53
557
$264K 0.01%
1,734
+234
558
$263K 0.01%
2,739
-201
559
$261K 0.01%
3,533
+129
560
$259K 0.01%
22,590
+1,646
561
$255K 0.01%
1,034
+137
562
$254K 0.01%
2,708
+576
563
$254K 0.01%
3,734
-365
564
$253K 0.01%
9,756
+7,710
565
$252K 0.01%
10,612
+207
566
$247K 0.01%
6,515
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567
$246K 0.01%
3,961
-846
568
$244K 0.01%
1,031
+80
569
$243K 0.01%
2,334
+104
570
$243K 0.01%
1,435
+35
571
$240K 0.01%
231
+3
572
$240K 0.01%
3,474
+19
573
$239K 0.01%
1,913
-47
574
$232K 0.01%
1,912
+55
575
$231K 0.01%
1,212
-423
21 22
23
24 25