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
826
$47.1K ﹤0.01%
434
+318
827
$46.3K ﹤0.01%
556
828
$46.1K ﹤0.01%
1,922
829
$45.1K ﹤0.01%
1,182
+547
830
$44.9K ﹤0.01%
513
831
$44.6K ﹤0.01%
522
-92
832
$43.5K ﹤0.01%
927
+615
833
$43.3K ﹤0.01%
601
834
$43.3K ﹤0.01%
210
+46
835
$42.8K ﹤0.01%
+450
836
$42.4K ﹤0.01%
454
+132
837
$41.4K ﹤0.01%
1,447
-83
838
$41.1K ﹤0.01%
671
+81
839
$40.8K ﹤0.01%
1,137
+465
840
$40.8K ﹤0.01%
492
841
$40.6K ﹤0.01%
364
842
$40.6K ﹤0.01%
542
+103
843
$40.5K ﹤0.01%
647
-656
844
$40.1K ﹤0.01%
504
-23
845
$40K ﹤0.01%
978
846
$39.9K ﹤0.01%
+735
847
$38.9K ﹤0.01%
520
-537
848
$38.8K ﹤0.01%
770
+100
849
$38.7K ﹤0.01%
500
-134
850
$38.6K ﹤0.01%
4,482
-23
32 33
34
35 36