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
951
$20.2K ﹤0.01%
113
+17
952
$20.2K ﹤0.01%
353
-212
953
$20.1K ﹤0.01%
799
-8,359
954
$19.8K ﹤0.01%
607
-24
955
$19.6K ﹤0.01%
112
-10
956
$19.2K ﹤0.01%
120
-89
957
$19.1K ﹤0.01%
54
+6
958
$19K ﹤0.01%
571
+252
959
$18.9K ﹤0.01%
163
-126
960
$18.7K ﹤0.01%
104
-11
961
$18.7K ﹤0.01%
752
962
$18.6K ﹤0.01%
363
-37
963
$18.6K ﹤0.01%
191
964
$18.4K ﹤0.01%
156
+9
965
$17.7K ﹤0.01%
356
-2
966
$17.6K ﹤0.01%
482
967
$17.4K ﹤0.01%
279
968
$17.3K ﹤0.01%
225
969
$17.2K ﹤0.01%
349
-217
970
$17.1K ﹤0.01%
248
971
$17K ﹤0.01%
186
+1
972
$16.9K ﹤0.01%
740
-2,333
973
$16.9K ﹤0.01%
498
974
$16.8K ﹤0.01%
217
975
$16.8K ﹤0.01%
389
-49
37 38
39
40 41