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
576
$193K 0.01%
836
+7
577
$192K 0.01%
22,103
-3,090
578
$192K 0.01%
1,858
+208
579
$191K 0.01%
869
-59
580
$190K 0.01%
2,022
-1,281
581
$189K 0.01%
9,717
+3,131
582
$188K 0.01%
729
+8
583
$187K 0.01%
1,728
-175
584
$185K 0.01%
1,579
+83
585
$185K 0.01%
4,353
-320
586
$184K 0.01%
20,187
-93
587
$184K 0.01%
2,556
-43
588
$183K 0.01%
6,431
-1,351
589
$182K 0.01%
5,414
+1,156
590
$181K 0.01%
218
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591
$180K 0.01%
3,762
-2,970
592
$179K 0.01%
1,490
593
$178K 0.01%
1,465
-639
594
$177K 0.01%
6,132
-448
595
$176K 0.01%
575
-106
596
$176K 0.01%
860
+173
597
$176K 0.01%
870
-31
598
$175K 0.01%
1,084
-17
599
$174K 0.01%
216
+10
600
$171K 0.01%
4,968
-950
22 23
24
25 26