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
701
$106K ﹤0.01%
2,577
-9,711
702
$106K ﹤0.01%
991
-154
703
$105K ﹤0.01%
1,903
+482
704
$105K ﹤0.01%
+680
705
$104K ﹤0.01%
884
706
$104K ﹤0.01%
2,128
+586
707
$103K ﹤0.01%
2,200
-12,267
708
$103K ﹤0.01%
3,284
+1,308
709
$103K ﹤0.01%
50
710
$102K ﹤0.01%
1,718
-704
711
$102K ﹤0.01%
2,772
-331
712
$101K ﹤0.01%
2,788
+693
713
$101K ﹤0.01%
1,247
-15
714
$99.9K ﹤0.01%
+1,668
715
$99.4K ﹤0.01%
1,174
+347
716
$98.6K ﹤0.01%
1,774
-941
717
$97.8K ﹤0.01%
9,352
-737
718
$96.8K ﹤0.01%
39,677
+8,906
719
$96.8K ﹤0.01%
365
+126
720
$96.3K ﹤0.01%
4,870
+1,165
721
$94.6K ﹤0.01%
791
+355
722
$93.2K ﹤0.01%
3,761
723
$92.6K ﹤0.01%
466
+347
724
$92.5K ﹤0.01%
4,610
+218
725
$91.8K ﹤0.01%
2,142
+58
27 28
29
30 31