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
826
$51.7K ﹤0.01%
2,799
-3,908
827
$51.5K ﹤0.01%
3,000
828
$49.8K ﹤0.01%
382
+141
829
$49.7K ﹤0.01%
4,916
+1,666
830
$49K ﹤0.01%
438
831
$48.5K ﹤0.01%
296
-2
832
$48.5K ﹤0.01%
312
+6
833
$48.2K ﹤0.01%
305
+43
834
$48.1K ﹤0.01%
439
-30
835
$48K ﹤0.01%
1,298
-573
836
$47K ﹤0.01%
608
-5,770
837
$46.8K ﹤0.01%
684
-696
838
$46.7K ﹤0.01%
287
+46
839
$46.6K ﹤0.01%
869
-895
840
$46.5K ﹤0.01%
828
841
$46.3K ﹤0.01%
1,556
+809
842
$45.9K ﹤0.01%
741
+3
843
$45.5K ﹤0.01%
117
-834
844
$45.5K ﹤0.01%
346
-14
845
$45K ﹤0.01%
255
-1
846
$45K ﹤0.01%
873
847
$45K ﹤0.01%
224
848
$44.9K ﹤0.01%
410
-17
849
$44.9K ﹤0.01%
603
-9
850
$44.2K ﹤0.01%
621
-11
32 33
34
35 36