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
1001
$14.4K ﹤0.01%
245
1002
$14.3K ﹤0.01%
108
-42
1003
$14.2K ﹤0.01%
109
1004
$14.2K ﹤0.01%
755
-726
1005
$14.1K ﹤0.01%
502
-427
1006
$14K ﹤0.01%
69
-6
1007
$13.9K ﹤0.01%
545
+90
1008
$13.9K ﹤0.01%
277
-512
1009
$13.8K ﹤0.01%
538
1010
$13.6K ﹤0.01%
141
+24
1011
$13K ﹤0.01%
210
-159
1012
$13K ﹤0.01%
431
1013
$12.6K ﹤0.01%
24
1014
$12.6K ﹤0.01%
236
+53
1015
$12.4K ﹤0.01%
2,209
-40
1016
$12.4K ﹤0.01%
120
-178
1017
$12.4K ﹤0.01%
111
1018
$12.3K ﹤0.01%
374
1019
$12.3K ﹤0.01%
+529
1020
$12.2K ﹤0.01%
294
+102
1021
$12.1K ﹤0.01%
49
-33
1022
$12.1K ﹤0.01%
314
+240
1023
$12.1K ﹤0.01%
51
1024
$12.1K ﹤0.01%
144
-52
1025
$12.1K ﹤0.01%
430
-3
39 40
41
42 43