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
976
$18.8K ﹤0.01%
317
977
$18.7K ﹤0.01%
177
+92
978
$18.7K ﹤0.01%
173
-21
979
$18.4K ﹤0.01%
241
-21,221
980
$17.8K ﹤0.01%
266
-274
981
$17.8K ﹤0.01%
1,537
982
$17.8K ﹤0.01%
454
983
$17.7K ﹤0.01%
197
-11
984
$17.7K ﹤0.01%
307
+34
985
$17.4K ﹤0.01%
355
+6
986
$17.1K ﹤0.01%
179
987
$17.1K ﹤0.01%
885
988
$17.1K ﹤0.01%
332
-12
989
$17K ﹤0.01%
148
990
$16.8K ﹤0.01%
43
-7
991
$16.7K ﹤0.01%
349
992
$16.7K ﹤0.01%
105
-5,010
993
$16.6K ﹤0.01%
123
994
$16.5K ﹤0.01%
3,167
-3,831
995
$16.5K ﹤0.01%
121
-5
996
$16.3K ﹤0.01%
194
+23
997
$15.9K ﹤0.01%
183
+67
998
$15.8K ﹤0.01%
255
999
$15.5K ﹤0.01%
+78
1000
$15.4K ﹤0.01%
861
-2,844
38 39
40
41 42