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
51
$11.9M 0.34%
124,687
+15,008
52
$11.6M 0.33%
258,954
+3,229
53
$11.6M 0.33%
67,273
+2,403
54
$11.5M 0.33%
172,681
+22,634
55
$11.3M 0.33%
19,344
-883
56
$11.3M 0.32%
19,265
+157
57
$11.1M 0.32%
12,543
+669
58
$11M 0.32%
227,937
+87
59
$10.8M 0.31%
73,148
-7,126
60
$10.2M 0.29%
392,528
+52,800
61
$9.92M 0.29%
20,088
+1,907
62
$9.76M 0.28%
35,489
-7,328
63
$9.43M 0.27%
83,039
-3,688
64
$9.39M 0.27%
125,069
-10,579
65
$9.18M 0.26%
200,657
+13,578
66
$9.16M 0.26%
82,778
+4,600
67
$8.95M 0.26%
28,481
+2,968
68
$8.94M 0.26%
37,667
+5,379
69
$8.66M 0.25%
68,611
+16,044
70
$8.48M 0.24%
280,406
+3,163
71
$8.41M 0.24%
34,615
+1,539
72
$8.33M 0.24%
110,799
+6,149
73
$8.31M 0.24%
98,284
+1,932
74
$7.75M 0.22%
16,246
+312
75
$7.69M 0.22%
150,403
+33,065
1 2
3
4 5