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
851
$43.8K ﹤0.01%
204
-15
852
$43.7K ﹤0.01%
445
-7
853
$43.7K ﹤0.01%
541
+9
854
$43.5K ﹤0.01%
2,123
-171
855
$43.5K ﹤0.01%
507
-2
856
$43.4K ﹤0.01%
351
-1
857
$43.4K ﹤0.01%
197
-20
858
$42.9K ﹤0.01%
+1,000
859
$42.9K ﹤0.01%
588
-7
860
$42.8K ﹤0.01%
132
-4
861
$42.7K ﹤0.01%
240
-4
862
$42.7K ﹤0.01%
827
-44
863
$42.6K ﹤0.01%
291
-27
864
$42.2K ﹤0.01%
231
+13
865
$42K ﹤0.01%
2,672
-2,311
866
$41.7K ﹤0.01%
917
867
$41.6K ﹤0.01%
395
868
$41.4K ﹤0.01%
75
869
$40.3K ﹤0.01%
539
870
$40.3K ﹤0.01%
658
+550
871
$40K ﹤0.01%
3,933
-723
872
$40K ﹤0.01%
433
+18
873
$40K ﹤0.01%
405
+27
874
$39.8K ﹤0.01%
305
+223
875
$39.6K ﹤0.01%
+678
33 34
35
36 37