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
776
$64.6K ﹤0.01%
3,621
+1,273
777
$64.2K ﹤0.01%
646
-293
778
$64.1K ﹤0.01%
476
+115
779
$64K ﹤0.01%
2,070
-50
780
$63.9K ﹤0.01%
1,374
-1,005
781
$63.7K ﹤0.01%
501
+15
782
$63.5K ﹤0.01%
883
+229
783
$62.3K ﹤0.01%
1,049
+443
784
$62.2K ﹤0.01%
470
-68
785
$62K ﹤0.01%
654
-2,179
786
$61.9K ﹤0.01%
713
787
$60.8K ﹤0.01%
6,200
-1,194
788
$60.8K ﹤0.01%
343
+23
789
$59.4K ﹤0.01%
2,344
-182
790
$59.3K ﹤0.01%
1,612
+44
791
$59.2K ﹤0.01%
4,300
+888
792
$58.7K ﹤0.01%
413
+45
793
$58.5K ﹤0.01%
1,100
+352
794
$58K ﹤0.01%
893
+220
795
$57.5K ﹤0.01%
+500
796
$57.5K ﹤0.01%
1,860
-421
797
$57.1K ﹤0.01%
+649
798
$57K ﹤0.01%
2,676
+1,604
799
$56.6K ﹤0.01%
98,390
800
$56.4K ﹤0.01%
301
-34
30 31
32
33 34