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
626
$142K 0.01%
478
+395
627
$141K 0.01%
1,068
-69
628
$140K 0.01%
7,258
+3,231
629
$138K 0.01%
1,539
+148
630
$137K 0.01%
942
+272
631
$137K 0.01%
1,953
-160
632
$136K ﹤0.01%
1,890
+388
633
$136K ﹤0.01%
2,975
-9
634
$135K ﹤0.01%
2,300
+15
635
$135K ﹤0.01%
1,861
+360
636
$132K ﹤0.01%
8,484
-4,334
637
$131K ﹤0.01%
1,064
-658
638
$129K ﹤0.01%
309
+277
639
$128K ﹤0.01%
1,300
+528
640
$127K ﹤0.01%
2,620
+273
641
$125K ﹤0.01%
832
+24
642
$125K ﹤0.01%
878
-93
643
$124K ﹤0.01%
1,378
-1,644
644
$123K ﹤0.01%
2,927
645
$123K ﹤0.01%
753
+22
646
$122K ﹤0.01%
2,720
-38
647
$122K ﹤0.01%
7,078
+1,869
648
$120K ﹤0.01%
137
+5
649
$120K ﹤0.01%
7,221
+578
650
$120K ﹤0.01%
881
24 25
26
27 28