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
876
$34.9K ﹤0.01%
200
-1
877
$34.9K ﹤0.01%
1,469
878
$34.5K ﹤0.01%
62
-8
879
$34.4K ﹤0.01%
251
-142
880
$34.3K ﹤0.01%
158
+6
881
$34.3K ﹤0.01%
787
+160
882
$34.2K ﹤0.01%
104
+42
883
$34.2K ﹤0.01%
491
+147
884
$33.9K ﹤0.01%
246
+5
885
$33.8K ﹤0.01%
1,054
+973
886
$33.8K ﹤0.01%
382
-96
887
$32.7K ﹤0.01%
+560
888
$32.7K ﹤0.01%
780
+207
889
$31.7K ﹤0.01%
303
+91
890
$31.5K ﹤0.01%
232
+21
891
$31.4K ﹤0.01%
1,055
+576
892
$30.9K ﹤0.01%
505
893
$30.8K ﹤0.01%
152
-124
894
$30.7K ﹤0.01%
355
-18
895
$30.6K ﹤0.01%
+612
896
$30.6K ﹤0.01%
500
+378
897
$30.5K ﹤0.01%
536
898
$30.1K ﹤0.01%
390
-477
899
$30.1K ﹤0.01%
729
-43
900
$30.1K ﹤0.01%
747
-168
34 35
36
37 38