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
1026
$11.8K ﹤0.01%
499
+68
1027
$11.8K ﹤0.01%
118
1028
$11.6K ﹤0.01%
69
+2
1029
$11.6K ﹤0.01%
189
-24
1030
$11.6K ﹤0.01%
338
1031
$11.5K ﹤0.01%
130
-164
1032
$11.4K ﹤0.01%
66
-105
1033
$11.1K ﹤0.01%
258
1034
$11K ﹤0.01%
804
1035
$11K ﹤0.01%
202
-215
1036
$10.9K ﹤0.01%
113
+50
1037
$10.9K ﹤0.01%
168
-4
1038
$10.8K ﹤0.01%
982
1039
$10.7K ﹤0.01%
742
1040
$10.4K ﹤0.01%
572
1041
$10.3K ﹤0.01%
100
-27
1042
$10.2K ﹤0.01%
554
+180
1043
$10.2K ﹤0.01%
48
-1
1044
$10.2K ﹤0.01%
487
-377
1045
$10.1K ﹤0.01%
256
1046
$10K ﹤0.01%
162
+3
1047
$9.93K ﹤0.01%
198
-435
1048
$9.92K ﹤0.01%
145
-400
1049
$9.85K ﹤0.01%
128
-95
1050
$9.75K ﹤0.01%
203
-92
40 41
42
43 44