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
976
$16.8K ﹤0.01%
736
+553
977
$16.8K ﹤0.01%
+166
978
$16.7K ﹤0.01%
203
-13
979
$16.7K ﹤0.01%
437
+44
980
$16.5K ﹤0.01%
331
-245
981
$16.2K ﹤0.01%
47
-24
982
$16.2K ﹤0.01%
199
983
$16.1K ﹤0.01%
132
+5
984
$16K ﹤0.01%
434
+135
985
$15.9K ﹤0.01%
374
-266
986
$15.7K ﹤0.01%
232
-50
987
$15.5K ﹤0.01%
137
988
$15.5K ﹤0.01%
232
989
$15.4K ﹤0.01%
245
-240
990
$15.4K ﹤0.01%
+615
991
$15.2K ﹤0.01%
2,478
-583
992
$15.1K ﹤0.01%
335
-20
993
$15.1K ﹤0.01%
86
994
$15K ﹤0.01%
362
995
$14.9K ﹤0.01%
269
-202
996
$14.9K ﹤0.01%
117
+3
997
$14.8K ﹤0.01%
227
-73
998
$14.6K ﹤0.01%
123
999
$14.6K ﹤0.01%
126
-161
1000
$14.5K ﹤0.01%
615
-18,675
38 39
40
41 42