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
676
$107K ﹤0.01%
6,512
+1,914
677
$106K ﹤0.01%
1,148
+173
678
$106K ﹤0.01%
582
+56
679
$106K ﹤0.01%
1,310
+120
680
$106K ﹤0.01%
787
-69
681
$105K ﹤0.01%
1,146
-479
682
$105K ﹤0.01%
+991
683
$105K ﹤0.01%
1,694
+800
684
$105K ﹤0.01%
855
685
$104K ﹤0.01%
521
+137
686
$103K ﹤0.01%
3,126
+46
687
$102K ﹤0.01%
1,074
-631
688
$102K ﹤0.01%
2,171
+81
689
$99.5K ﹤0.01%
524
-96
690
$99.3K ﹤0.01%
2,857
+134
691
$97.9K ﹤0.01%
2,750
+1
692
$97.3K ﹤0.01%
770
+374
693
$95.4K ﹤0.01%
3,661
-113
694
$95.3K ﹤0.01%
1,458
+492
695
$95.1K ﹤0.01%
3,082
+406
696
$94.9K ﹤0.01%
658
+230
697
$94.7K ﹤0.01%
1,538
-12
698
$93.9K ﹤0.01%
2,719
+2,367
699
$93.7K ﹤0.01%
1,801
+973
700
$93.3K ﹤0.01%
1,121
+374
26 27
28
29 30