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
576
$231K 0.01%
24,668
+16,558
577
$229K 0.01%
2,323
-54
578
$227K 0.01%
1,017
+203
579
$223K 0.01%
3,033
+114
580
$222K 0.01%
3,272
581
$221K 0.01%
3,346
-17,777
582
$221K 0.01%
801
+97
583
$220K 0.01%
6,088
+4,679
584
$219K 0.01%
15,201
+5,110
585
$219K 0.01%
1,621
+21
586
$219K 0.01%
902
+19
587
$218K 0.01%
4,589
-2,143
588
$218K 0.01%
2,835
-150
589
$215K 0.01%
4,553
+43
590
$213K 0.01%
5,516
-40
591
$212K 0.01%
1,631
+252
592
$212K 0.01%
1,524
+532
593
$209K 0.01%
19,307
-950
594
$209K 0.01%
2,359
+57
595
$209K 0.01%
2,335
-199
596
$203K 0.01%
1,587
+37
597
$203K 0.01%
1,354
-13
598
$202K 0.01%
6,868
+277
599
$202K 0.01%
2,826
-85
600
$199K 0.01%
1,104
-1,350
22 23
24
25 26