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
951
$23K ﹤0.01%
4,504
-558
952
$22.8K ﹤0.01%
+1,323
953
$22.8K ﹤0.01%
186
-125
954
$22.7K ﹤0.01%
339
-220
955
$22.6K ﹤0.01%
350
956
$22.2K ﹤0.01%
123
+4
957
$21.8K ﹤0.01%
193
-16
958
$21.7K ﹤0.01%
432
-8
959
$21.5K ﹤0.01%
174
-11
960
$21.4K ﹤0.01%
484
961
$21.4K ﹤0.01%
793
962
$21.3K ﹤0.01%
140
963
$20.9K ﹤0.01%
500
+253
964
$20.8K ﹤0.01%
500
+170
965
$20.8K ﹤0.01%
589
-66
966
$20.7K ﹤0.01%
96
-111
967
$20.6K ﹤0.01%
5,312
-6,572
968
$20.6K ﹤0.01%
235
969
$20.4K ﹤0.01%
261
970
$20.3K ﹤0.01%
96
+1
971
$19.3K ﹤0.01%
139
+55
972
$19.2K ﹤0.01%
152
-21
973
$19K ﹤0.01%
776
-84,364
974
$19K ﹤0.01%
55
-20
975
$18.9K ﹤0.01%
115
37 38
39
40 41