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
901
$33.8K ﹤0.01%
514
+164
902
$33.4K ﹤0.01%
78
903
$33K ﹤0.01%
257
+3
904
$32.9K ﹤0.01%
653
905
$32.8K ﹤0.01%
330
-1
906
$32.5K ﹤0.01%
375
-8
907
$32.3K ﹤0.01%
253
908
$32K ﹤0.01%
327
+4
909
$31.9K ﹤0.01%
128
+4
910
$31.6K ﹤0.01%
564
911
$31.5K ﹤0.01%
2,142
+72
912
$31.1K ﹤0.01%
723
-795
913
$31.1K ﹤0.01%
572
914
$31K ﹤0.01%
511
-26
915
$30.8K ﹤0.01%
358
+2
916
$30.6K ﹤0.01%
277
+28
917
$30.5K ﹤0.01%
190
+4
918
$30.5K ﹤0.01%
496
+182
919
$30.3K ﹤0.01%
3,228
+983
920
$29.9K ﹤0.01%
121
-19
921
$29.3K ﹤0.01%
1,186
-47
922
$29.1K ﹤0.01%
3,245
+3,208
923
$29.1K ﹤0.01%
167
-377
924
$29K ﹤0.01%
1,082
+171
925
$28.9K ﹤0.01%
1,182
+540
35 36
37
38 39