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
676
$134K ﹤0.01%
1,474
-83
677
$134K ﹤0.01%
2,837
+375
678
$130K ﹤0.01%
1,594
+419
679
$130K ﹤0.01%
12,316
-592
680
$129K ﹤0.01%
854
-63
681
$128K ﹤0.01%
3,653
682
$128K ﹤0.01%
2,483
-18,808
683
$128K ﹤0.01%
902
+168
684
$127K ﹤0.01%
3,338
+210
685
$127K ﹤0.01%
252
+83
686
$126K ﹤0.01%
496
-44
687
$126K ﹤0.01%
6,294
-1
688
$126K ﹤0.01%
1,863
+301
689
$125K ﹤0.01%
1,376
-34
690
$125K ﹤0.01%
1,250
-54
691
$122K ﹤0.01%
1,306
-7
692
$121K ﹤0.01%
2,577
-740
693
$121K ﹤0.01%
1,673
-23
694
$118K ﹤0.01%
6,519
+676
695
$117K ﹤0.01%
5,408
+4,456
696
$114K ﹤0.01%
640
-4
697
$113K ﹤0.01%
1,664
+71
698
$111K ﹤0.01%
1,064
+13
699
$108K ﹤0.01%
865
-34
700
$107K ﹤0.01%
948
-907
26 27
28
29 30