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
751
$78.2K ﹤0.01%
942
-81
752
$78K ﹤0.01%
+823
753
$77.8K ﹤0.01%
+3,184
754
$77.7K ﹤0.01%
1,362
+89
755
$77.7K ﹤0.01%
345
+7
756
$77.6K ﹤0.01%
1,068
+39
757
$77.3K ﹤0.01%
+434
758
$76.3K ﹤0.01%
1,178
+58
759
$76.2K ﹤0.01%
2,344
-80,114
760
$76K ﹤0.01%
371
+222
761
$75.6K ﹤0.01%
1,536
+268
762
$75.4K ﹤0.01%
1,549
+249
763
$75.2K ﹤0.01%
2,106
-112
764
$74.7K ﹤0.01%
4,461
+22
765
$74.6K ﹤0.01%
385
+77
766
$74.1K ﹤0.01%
+2,257
767
$73.4K ﹤0.01%
925
768
$72.7K ﹤0.01%
+10,141
769
$72.3K ﹤0.01%
373
-5
770
$72.3K ﹤0.01%
1,848
-14
771
$72.2K ﹤0.01%
534
+40
772
$72.1K ﹤0.01%
380
+39
773
$71.7K ﹤0.01%
531
-65
774
$70.3K ﹤0.01%
291
+87
775
$69.7K ﹤0.01%
6,735
29 30
31
32 33