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
651
$120K ﹤0.01%
530
+131
652
$119K ﹤0.01%
9,795
+729
653
$119K ﹤0.01%
1,776
+12
654
$118K ﹤0.01%
1,187
+278
655
$117K ﹤0.01%
935
-146
656
$117K ﹤0.01%
1,488
+111
657
$117K ﹤0.01%
1,197
-1
658
$117K ﹤0.01%
4,894
+133
659
$116K ﹤0.01%
907
-883
660
$115K ﹤0.01%
1,374
+6
661
$115K ﹤0.01%
1,217
-62
662
$114K ﹤0.01%
584
663
$113K ﹤0.01%
14,466
664
$113K ﹤0.01%
1,318
-510
665
$112K ﹤0.01%
2,155
-32,654
666
$112K ﹤0.01%
713
+61
667
$112K ﹤0.01%
577
-131
668
$111K ﹤0.01%
3,347
-220
669
$111K ﹤0.01%
3,665
670
$109K ﹤0.01%
682
-157
671
$109K ﹤0.01%
3,744
+1,847
672
$109K ﹤0.01%
1,246
+44
673
$108K ﹤0.01%
1,103
+324
674
$107K ﹤0.01%
1,086
+944
675
$107K ﹤0.01%
106
+13
25 26
27
28 29