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
751
$71.7K ﹤0.01%
1,345
-93
752
$71.4K ﹤0.01%
999
+298
753
$71.3K ﹤0.01%
2,068
+453
754
$71K ﹤0.01%
+2,106
755
$70.2K ﹤0.01%
408
+51
756
$70.1K ﹤0.01%
1,414
757
$69.9K ﹤0.01%
510
-201
758
$69.3K ﹤0.01%
2,374
759
$69.3K ﹤0.01%
970
+200
760
$69.1K ﹤0.01%
57
-11
761
$69.1K ﹤0.01%
557
-14
762
$69K ﹤0.01%
1,904
763
$68.6K ﹤0.01%
894
-5,253
764
$67.9K ﹤0.01%
1,170
-83
765
$67.6K ﹤0.01%
523
+110
766
$67.1K ﹤0.01%
1,574
767
$67.1K ﹤0.01%
295
+3
768
$67K ﹤0.01%
582
+456
769
$66.7K ﹤0.01%
401
-70
770
$66.6K ﹤0.01%
+855
771
$66.1K ﹤0.01%
1,107
-831
772
$66.1K ﹤0.01%
1,255
-161
773
$66K ﹤0.01%
1,948
+926
774
$65.6K ﹤0.01%
1,036
+8
775
$65.5K ﹤0.01%
349
-4
29 30
31
32 33