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
726
$80.3K ﹤0.01%
1,553
-72
727
$79.3K ﹤0.01%
1,346
+440
728
$78.1K ﹤0.01%
201
-43
729
$77.2K ﹤0.01%
1,589
-519
730
$77.2K ﹤0.01%
779
+397
731
$77K ﹤0.01%
2,253
+88
732
$77K ﹤0.01%
1,944
+270
733
$76.9K ﹤0.01%
1,244
+208
734
$76.8K ﹤0.01%
1,066
+5
735
$76.7K ﹤0.01%
532
-151
736
$76K ﹤0.01%
2,911
-6,238
737
$76K ﹤0.01%
639
-119
738
$75.9K ﹤0.01%
1,834
+188
739
$75.5K ﹤0.01%
685
+252
740
$75.5K ﹤0.01%
460
741
$75.1K ﹤0.01%
573
-154
742
$75K ﹤0.01%
970
-162
743
$74.8K ﹤0.01%
499
-29
744
$74.8K ﹤0.01%
2,803
-5,089
745
$74.4K ﹤0.01%
914
-251
746
$73.8K ﹤0.01%
26,498
-8,272
747
$73.1K ﹤0.01%
2,151
-343
748
$72.7K ﹤0.01%
2,012
+468
749
$72.6K ﹤0.01%
1,307
+706
750
$72.6K ﹤0.01%
133
-27
28 29
30
31 32