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
76
$7.54M 0.22%
43,525
-145
77
$7.52M 0.22%
18,563
+2,150
78
$7.48M 0.22%
92,686
-17,455
79
$7.21M 0.21%
70,277
-6,696
80
$6.97M 0.2%
21,642
-2,367
81
$6.89M 0.2%
14,962
-4,583
82
$6.63M 0.19%
141,532
+2,320
83
$6.56M 0.19%
11,223
+52
84
$6.37M 0.18%
13,687
+3,494
85
$6.34M 0.18%
46,916
+6,878
86
$6.21M 0.18%
51,261
+842
87
$6.12M 0.18%
33,127
+327
88
$5.93M 0.17%
20,952
-676
89
$5.9M 0.17%
141,185
-600
90
$5.88M 0.17%
35,151
-60
91
$5.87M 0.17%
101,796
-6,352
92
$5.74M 0.17%
155,380
+33,278
93
$5.66M 0.16%
142,540
+7,458
94
$5.59M 0.16%
32,871
+7,648
95
$5.54M 0.16%
17,112
+882
96
$5.52M 0.16%
15,609
+504
97
$5.5M 0.16%
61,060
+2,782
98
$5.47M 0.16%
40,737
+10,502
99
$5.39M 0.15%
19,144
-581
100
$5.37M 0.15%
74,788
-3,562
2 3
4
5 6