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
901
$29.6K ﹤0.01%
531
-348
902
$29K ﹤0.01%
191
-64
903
$28.1K ﹤0.01%
301
-3,431
904
$27.7K ﹤0.01%
1,792
905
$27.5K ﹤0.01%
491
+360
906
$27.4K ﹤0.01%
1,362
-193
907
$27.2K ﹤0.01%
134
+45
908
$27K ﹤0.01%
247
-42
909
$26.4K ﹤0.01%
73
-6
910
$26.3K ﹤0.01%
1,775
-286
911
$26.2K ﹤0.01%
678
+208
912
$26.1K ﹤0.01%
146
+30
913
$26K ﹤0.01%
205
-33
914
$25.9K ﹤0.01%
804
-142
915
$25.8K ﹤0.01%
238
916
$25.7K ﹤0.01%
648
+1
917
$25.5K ﹤0.01%
199
+29
918
$25.4K ﹤0.01%
342
+34
919
$25.2K ﹤0.01%
132
920
$25.2K ﹤0.01%
185
-82
921
$25.1K ﹤0.01%
276
-45
922
$25K ﹤0.01%
684
-5,715
923
$24.9K ﹤0.01%
638
-101
924
$24.9K ﹤0.01%
382
925
$24.8K ﹤0.01%
+338
35 36
37
38 39