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
701
$92.9K ﹤0.01%
1,250
-238
702
$92.2K ﹤0.01%
767
703
$92K ﹤0.01%
32,863
-1,457
704
$91.7K ﹤0.01%
1,641
+722
705
$90.5K ﹤0.01%
1,371
+68
706
$90.3K ﹤0.01%
1,167
+459
707
$90.3K ﹤0.01%
726
+199
708
$87.9K ﹤0.01%
1,870
-1,551
709
$87.7K ﹤0.01%
1,937
-3
710
$87.7K ﹤0.01%
4,160
+682
711
$87.3K ﹤0.01%
1,665
712
$86.4K ﹤0.01%
3,520
+827
713
$86.4K ﹤0.01%
2,668
-22
714
$86K ﹤0.01%
498
+140
715
$85.8K ﹤0.01%
57
-7
716
$84.3K ﹤0.01%
651
-123
717
$83.9K ﹤0.01%
782
+241
718
$83.4K ﹤0.01%
1,998
+1,119
719
$82.9K ﹤0.01%
1,181
-4
720
$82.4K ﹤0.01%
884
+479
721
$82.3K ﹤0.01%
431
-937
722
$82K ﹤0.01%
717
+12
723
$81K ﹤0.01%
453
-113
724
$80.6K ﹤0.01%
4,538
-1,044
725
$80.6K ﹤0.01%
1,061
+118
27 28
29
30 31