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
926
$28.3K ﹤0.01%
169
-14
927
$28.2K ﹤0.01%
279
-5
928
$28.1K ﹤0.01%
3,405
-305
929
$27.7K ﹤0.01%
915
+43
930
$27.7K ﹤0.01%
186
+59
931
$27.5K ﹤0.01%
+6,288
932
$27.1K ﹤0.01%
137
933
$27.1K ﹤0.01%
72
-2,163
934
$27K ﹤0.01%
869
935
$26.9K ﹤0.01%
669
+190
936
$25.9K ﹤0.01%
946
+177
937
$25.6K ﹤0.01%
2,320
-200
938
$25.1K ﹤0.01%
943
-16
939
$24.9K ﹤0.01%
730
940
$24.9K ﹤0.01%
382
941
$24.8K ﹤0.01%
105
-249
942
$24.4K ﹤0.01%
236
+47
943
$24.2K ﹤0.01%
810
-3,483
944
$24.1K ﹤0.01%
+196
945
$23.9K ﹤0.01%
746
946
$23.8K ﹤0.01%
71
-1
947
$23.3K ﹤0.01%
1,046
948
$23.2K ﹤0.01%
352
-49
949
$23.1K ﹤0.01%
386
-154
950
$23K ﹤0.01%
210
-891
36 37
38
39 40