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
926
$24.6K ﹤0.01%
834
-20,850
927
$24K ﹤0.01%
522
-440
928
$24K ﹤0.01%
337
-23
929
$23.9K ﹤0.01%
689
930
$23.7K ﹤0.01%
123
+2
931
$23.5K ﹤0.01%
309
+36
932
$23.5K ﹤0.01%
1,079
-849
933
$23.5K ﹤0.01%
323
-47
934
$23.1K ﹤0.01%
3,250
935
$23.1K ﹤0.01%
157
936
$22.5K ﹤0.01%
579
+22
937
$22.5K ﹤0.01%
186
+30
938
$22.3K ﹤0.01%
405
-268
939
$22K ﹤0.01%
505
-4
940
$22K ﹤0.01%
195
-524
941
$21.9K ﹤0.01%
230
942
$21.9K ﹤0.01%
1,120
-189
943
$21.8K ﹤0.01%
12,201
-150
944
$21.8K ﹤0.01%
1,619
+1,123
945
$21.8K ﹤0.01%
91
946
$21.5K ﹤0.01%
245
947
$21.1K ﹤0.01%
396
+114
948
$21.1K ﹤0.01%
391
-280
949
$20.9K ﹤0.01%
+3,852
950
$20.3K ﹤0.01%
260
36 37
38
39 40