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
76
$6.07M 0.22%
41,398
-2,243
77
$6M 0.22%
9,593
-1,155
78
$5.95M 0.22%
17,161
-678
79
$5.92M 0.21%
72,800
-16,352
80
$5.92M 0.21%
125,864
-7,691
81
$5.67M 0.2%
26,558
-2,549
82
$5.66M 0.2%
162,604
-19,919
83
$5.65M 0.2%
13,881
-1,216
84
$5.6M 0.2%
23,448
-4,905
85
$5.6M 0.2%
23,593
-433
86
$5.57M 0.2%
+156,612
87
$5.54M 0.2%
9,290
+4,322
88
$5.52M 0.2%
265,932
+39,984
89
$5.51M 0.2%
73,905
+19,692
90
$5.48M 0.2%
58,883
+6,537
91
$5.47M 0.2%
52,340
+1,327
92
$5.42M 0.2%
69,455
-48,435
93
$5.37M 0.19%
40,293
+17,134
94
$5.17M 0.19%
33,375
-5,561
95
$5.12M 0.19%
97,503
-3,450
96
$4.98M 0.18%
7,050
-926
97
$4.97M 0.18%
84,288
+2,911
98
$4.97M 0.18%
18,231
-2,881
99
$4.91M 0.18%
99,826
-12,843
100
$4.91M 0.18%
10,825
+414
2 3
4
5 6