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
1001
$15.1K ﹤0.01%
575
+60
1002
$15.1K ﹤0.01%
528
1003
$15.1K ﹤0.01%
+643
1004
$15.1K ﹤0.01%
238
+28
1005
$15K ﹤0.01%
+616
1006
$15K ﹤0.01%
1,238
+1,006
1007
$15K ﹤0.01%
206
-170
1008
$14.8K ﹤0.01%
171
-17
1009
$14.8K ﹤0.01%
237
1010
$14.7K ﹤0.01%
148
+46
1011
$14.7K ﹤0.01%
32
-10
1012
$14.7K ﹤0.01%
479
1013
$14.7K ﹤0.01%
99
-16
1014
$14.4K ﹤0.01%
175
-6
1015
$14.2K ﹤0.01%
+1,808
1016
$14.2K ﹤0.01%
477
-56
1017
$14.1K ﹤0.01%
161
-175
1018
$14.1K ﹤0.01%
2,328
+619
1019
$13.9K ﹤0.01%
359
-15
1020
$13.9K ﹤0.01%
344
1021
$13.8K ﹤0.01%
355
+106
1022
$13.8K ﹤0.01%
723
1023
$13.4K ﹤0.01%
341
+41
1024
$13.3K ﹤0.01%
471
1025
$13.3K ﹤0.01%
45
+3
39 40
41
42 43