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
801
$59.3K ﹤0.01%
300
802
$58.7K ﹤0.01%
1,177
803
$58.5K ﹤0.01%
459
+325
804
$58K ﹤0.01%
803
-15
805
$57.9K ﹤0.01%
2,495
-203
806
$57.7K ﹤0.01%
595
+121
807
$56.9K ﹤0.01%
603
+152
808
$56.7K ﹤0.01%
705
-2
809
$56.6K ﹤0.01%
298
-6
810
$56.4K ﹤0.01%
294
+5
811
$55.4K ﹤0.01%
936
+311
812
$54.9K ﹤0.01%
1,216
813
$54.2K ﹤0.01%
2,987
-4,096
814
$54.2K ﹤0.01%
1,697
+331
815
$54.1K ﹤0.01%
833
-484
816
$53.6K ﹤0.01%
1,186
-7
817
$53.3K ﹤0.01%
1,572
818
$53.2K ﹤0.01%
402
819
$53.1K ﹤0.01%
228
+56
820
$53K ﹤0.01%
325
+3
821
$52.9K ﹤0.01%
2,293
822
$52.9K ﹤0.01%
+2,262
823
$52.4K ﹤0.01%
577
824
$52.2K ﹤0.01%
431
825
$51.7K ﹤0.01%
+2,323
31 32
33
34 35