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
776
$69K ﹤0.01%
434
-47
777
$68.5K ﹤0.01%
1,180
+230
778
$67.9K ﹤0.01%
+1,414
779
$67.4K ﹤0.01%
276
+32
780
$66.9K ﹤0.01%
492
-4,546
781
$66.2K ﹤0.01%
576
782
$66K ﹤0.01%
1,707
+483
783
$65.9K ﹤0.01%
589
+7
784
$65.9K ﹤0.01%
+3,538
785
$65.4K ﹤0.01%
587
-73
786
$64.9K ﹤0.01%
+608
787
$64.8K ﹤0.01%
561
-55
788
$64.8K ﹤0.01%
3,691
789
$64.2K ﹤0.01%
1,169
-30
790
$63.6K ﹤0.01%
1,825
791
$63.4K ﹤0.01%
989
+3
792
$62.9K ﹤0.01%
278
-179
793
$62.4K ﹤0.01%
145
-1
794
$62.3K ﹤0.01%
2,145
+95
795
$62.2K ﹤0.01%
2,466
796
$61.9K ﹤0.01%
1,712
-37
797
$61K ﹤0.01%
268
798
$59.7K ﹤0.01%
686
-20
799
$59.6K ﹤0.01%
1,960
-43
800
$59.4K ﹤0.01%
35
30 31
32
33 34