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
626
$177K 0.01%
820
+39
627
$177K 0.01%
4,745
+85
628
$176K 0.01%
1,087
+67
629
$176K 0.01%
123
+1
630
$176K 0.01%
2,604
+2,465
631
$176K 0.01%
3,213
+804
632
$176K 0.01%
3,938
+1,331
633
$174K 0.01%
11,727
+1,490
634
$174K 0.01%
1,174
+161
635
$171K ﹤0.01%
1,732
+211
636
$169K ﹤0.01%
2,955
-81
637
$168K ﹤0.01%
3,439
+155
638
$168K ﹤0.01%
1,177
+42
639
$168K ﹤0.01%
412
-134
640
$167K ﹤0.01%
1,962
+426
641
$167K ﹤0.01%
1,427
+599
642
$166K ﹤0.01%
2,316
+61
643
$165K ﹤0.01%
2,674
+36
644
$164K ﹤0.01%
156
+7
645
$162K ﹤0.01%
742
646
$162K ﹤0.01%
6,195
+51
647
$162K ﹤0.01%
1,258
+217
648
$159K ﹤0.01%
964
+174
649
$159K ﹤0.01%
4,575
+1,887
650
$159K ﹤0.01%
1,057
+152
24 25
26
27 28