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
601
$171K 0.01%
3,570
-5,060
602
$170K 0.01%
2,197
-218
603
$167K 0.01%
1,485
-4,244
604
$167K 0.01%
1,076
-99
605
$166K 0.01%
+4,559
606
$166K 0.01%
3,928
+111
607
$165K 0.01%
4,157
+1,896
608
$164K 0.01%
3,268
+1,242
609
$158K 0.01%
1,669
+52
610
$158K 0.01%
2,953
+347
611
$157K 0.01%
+1,540
612
$156K 0.01%
4,675
-15
613
$153K 0.01%
918
+37
614
$151K 0.01%
5,095
+1,528
615
$148K 0.01%
438
+21
616
$148K 0.01%
1,009
-800
617
$147K 0.01%
7,439
+1,904
618
$146K 0.01%
1,247
+192
619
$146K 0.01%
3,341
+201
620
$146K 0.01%
1,539
+226
621
$146K 0.01%
4,579
622
$145K 0.01%
5,625
+1,752
623
$145K 0.01%
+528
624
$144K 0.01%
998
+12
625
$143K 0.01%
1,174
+59
23 24
25
26 27