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
726
$91.2K ﹤0.01%
884
727
$91K ﹤0.01%
348
-71
728
$90.7K ﹤0.01%
1,557
+251
729
$89.6K ﹤0.01%
495
730
$89.4K ﹤0.01%
5,815
+632
731
$89.3K ﹤0.01%
6,332
+1,383
732
$88.7K ﹤0.01%
4,783
+1,364
733
$88.1K ﹤0.01%
1,475
-57
734
$87.8K ﹤0.01%
1,870
735
$85.3K ﹤0.01%
445
+17
736
$85K ﹤0.01%
428
+24
737
$84.7K ﹤0.01%
826
-1,070
738
$84.6K ﹤0.01%
790
-23
739
$84.5K ﹤0.01%
1,198
+396
740
$83K ﹤0.01%
1,711
+39
741
$83K ﹤0.01%
338
742
$82.6K ﹤0.01%
1,170
+17
743
$82.4K ﹤0.01%
3,442
-44
744
$81.1K ﹤0.01%
2,015
-282
745
$80.7K ﹤0.01%
4,351
+68
746
$80.6K ﹤0.01%
839
+255
747
$80.3K ﹤0.01%
+7,563
748
$80.2K ﹤0.01%
587
-30
749
$79K ﹤0.01%
499
-196
750
$78.7K ﹤0.01%
2,431
-30
28 29
30
31 32