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
876
$39.5K ﹤0.01%
500
-7
877
$38.6K ﹤0.01%
121
-192
878
$38.4K ﹤0.01%
223
-39
879
$38.1K ﹤0.01%
1,051
-257
880
$38.1K ﹤0.01%
192
-14
881
$37.7K ﹤0.01%
3,759
-363
882
$37.3K ﹤0.01%
394
+132
883
$37.1K ﹤0.01%
310
+11
884
$36.8K ﹤0.01%
592
+520
885
$36.5K ﹤0.01%
335
-18
886
$36.3K ﹤0.01%
329
887
$35.9K ﹤0.01%
883
+351
888
$35.8K ﹤0.01%
510
+186
889
$35.4K ﹤0.01%
781
-27
890
$35.2K ﹤0.01%
8,419
+7,345
891
$35.1K ﹤0.01%
146
-1
892
$35.1K ﹤0.01%
1,184
+345
893
$34.9K ﹤0.01%
437
-20
894
$34.9K ﹤0.01%
575
-78
895
$34.6K ﹤0.01%
4,571
+4,323
896
$34.4K ﹤0.01%
59
+11
897
$34.3K ﹤0.01%
381
898
$34.2K ﹤0.01%
330
899
$34.1K ﹤0.01%
248
+10
900
$34K ﹤0.01%
1,015
34 35
36
37 38