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
801
$55.6K ﹤0.01%
1,847
-122
802
$55.6K ﹤0.01%
827
803
$55.3K ﹤0.01%
628
-115
804
$55.3K ﹤0.01%
1,018
+6
805
$55.1K ﹤0.01%
2,234
-23
806
$54.7K ﹤0.01%
644
+225
807
$53.9K ﹤0.01%
864
+84
808
$52.4K ﹤0.01%
1,731
-1
809
$51.9K ﹤0.01%
1,279
-85
810
$51.4K ﹤0.01%
1,001
-589
811
$51.1K ﹤0.01%
839
+307
812
$50.8K ﹤0.01%
234
+60
813
$50.7K ﹤0.01%
1,368
+234
814
$50.6K ﹤0.01%
106
815
$50.2K ﹤0.01%
1,612
-1,192
816
$50.1K ﹤0.01%
2,701
+1,015
817
$49.9K ﹤0.01%
2,491
+1,107
818
$49.6K ﹤0.01%
+3,540
819
$49.3K ﹤0.01%
769
-520
820
$49.2K ﹤0.01%
239
+13
821
$48.5K ﹤0.01%
243
+40
822
$48K ﹤0.01%
825
+344
823
$47.9K ﹤0.01%
319
824
$47.8K ﹤0.01%
116
+32
825
$47.1K ﹤0.01%
731
+10
31 32
33
34 35