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
651
$158K ﹤0.01%
4,954
+926
652
$157K ﹤0.01%
1,512
+449
653
$156K ﹤0.01%
2,661
+28
654
$156K ﹤0.01%
468
-50
655
$154K ﹤0.01%
1,056
+163
656
$154K ﹤0.01%
4,557
+404
657
$153K ﹤0.01%
3,805
+23
658
$152K ﹤0.01%
5,790
-5,473
659
$152K ﹤0.01%
989
-1,882
660
$152K ﹤0.01%
953
-91
661
$152K ﹤0.01%
5,130
+1,153
662
$151K ﹤0.01%
1,724
+69
663
$150K ﹤0.01%
2,941
+691
664
$149K ﹤0.01%
+2,604
665
$147K ﹤0.01%
+3,685
666
$147K ﹤0.01%
2,073
-49
667
$147K ﹤0.01%
2,407
-16
668
$147K ﹤0.01%
1,190
-65
669
$147K ﹤0.01%
826
+336
670
$145K ﹤0.01%
584
-7
671
$144K ﹤0.01%
5,405
+58
672
$143K ﹤0.01%
257
+45
673
$141K ﹤0.01%
3,836
+1,566
674
$139K ﹤0.01%
2,066
+282
675
$137K ﹤0.01%
725
+158
25 26
27
28 29