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
601
$198K 0.01%
4,353
-147
602
$196K 0.01%
889
+4
603
$195K 0.01%
5,752
+1,972
604
$193K 0.01%
10,970
+242
605
$191K 0.01%
2,873
+797
606
$190K 0.01%
1,921
607
$189K 0.01%
1,742
+337
608
$189K 0.01%
740
+60
609
$188K 0.01%
2,129
-47
610
$188K 0.01%
2,107
-4,213
611
$187K 0.01%
2,540
+625
612
$186K 0.01%
210
-3
613
$186K 0.01%
3,471
+742
614
$185K 0.01%
24,063
+249
615
$185K 0.01%
1,420
+191
616
$184K 0.01%
1,680
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617
$183K 0.01%
7,811
-6,760
618
$183K 0.01%
652
-798
619
$182K 0.01%
885
-11
620
$182K 0.01%
1,535
-187
621
$180K 0.01%
1,245
+216
622
$180K 0.01%
+5,578
623
$179K 0.01%
5,723
+1,007
624
$178K 0.01%
10,573
-80
625
$177K 0.01%
+1,716
23 24
25
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