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
1026
$13.2K ﹤0.01%
767
+23
1027
$13.1K ﹤0.01%
500
1028
$13K ﹤0.01%
294
1029
$12.9K ﹤0.01%
37
1030
$12.9K ﹤0.01%
245
1031
$12.7K ﹤0.01%
+204
1032
$12.5K ﹤0.01%
453
-99
1033
$12.5K ﹤0.01%
43
+36
1034
$12.5K ﹤0.01%
53
-8
1035
$12.5K ﹤0.01%
72
-14
1036
$12.2K ﹤0.01%
412
-2
1037
$12K ﹤0.01%
235
+22
1038
$11.9K ﹤0.01%
331
+51
1039
$11.8K ﹤0.01%
90
1040
$11.6K ﹤0.01%
113
1041
$11.5K ﹤0.01%
219
-50
1042
$11.3K ﹤0.01%
258
1043
$11.3K ﹤0.01%
186
1044
$11.3K ﹤0.01%
1,061
-1,081
1045
$11.1K ﹤0.01%
40
+39
1046
$10.8K ﹤0.01%
40
-9
1047
$10.6K ﹤0.01%
245
-180
1048
$10.4K ﹤0.01%
516
-644
1049
$10.2K ﹤0.01%
225
1050
$10.2K ﹤0.01%
+285
40 41
42
43 44