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
851
$38.4K ﹤0.01%
455
+227
852
$38.2K ﹤0.01%
192
+21
853
$38K ﹤0.01%
+500
854
$37.8K ﹤0.01%
361
-177
855
$37.3K ﹤0.01%
1,226
-527
856
$37.1K ﹤0.01%
+886
857
$37K ﹤0.01%
+364
858
$37K ﹤0.01%
1,378
-295
859
$36.9K ﹤0.01%
343
+23
860
$36.8K ﹤0.01%
431
-197
861
$36.7K ﹤0.01%
1,124
-43
862
$36.6K ﹤0.01%
237
863
$36.6K ﹤0.01%
2,435
+2,203
864
$36.5K ﹤0.01%
309
865
$36.4K ﹤0.01%
2,448
+2,373
866
$36.2K ﹤0.01%
711
-154
867
$36.1K ﹤0.01%
734
+117
868
$36.1K ﹤0.01%
468
+388
869
$35.9K ﹤0.01%
1,057
-80
870
$35.9K ﹤0.01%
144
+71
871
$35.9K ﹤0.01%
196
-28
872
$35.8K ﹤0.01%
1,003
-5
873
$35.4K ﹤0.01%
6,815
+80
874
$35.2K ﹤0.01%
1,941
875
$35.1K ﹤0.01%
261
+111
33 34
35
36 37