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
1051
$9.75K ﹤0.01%
847
1052
$9.71K ﹤0.01%
887
-11
1053
$9.67K ﹤0.01%
380
1054
$9.6K ﹤0.01%
191
1055
$9.49K ﹤0.01%
108
-48
1056
$9.38K ﹤0.01%
218
+56
1057
$9.35K ﹤0.01%
269
1058
$9.14K ﹤0.01%
548
-13
1059
$9.12K ﹤0.01%
32
1060
$9.05K ﹤0.01%
53
1061
$9K ﹤0.01%
165
-9
1062
$8.86K ﹤0.01%
+280
1063
$8.63K ﹤0.01%
126
-27
1064
$8.59K ﹤0.01%
128
-159
1065
$8.59K ﹤0.01%
199
-188
1066
$8.46K ﹤0.01%
306
-396
1067
$8.39K ﹤0.01%
123
-77
1068
$8.3K ﹤0.01%
213
1069
$8.18K ﹤0.01%
318
1070
$8.09K ﹤0.01%
96
1071
$8.08K ﹤0.01%
460
1072
$8.07K ﹤0.01%
144
1073
$8.04K ﹤0.01%
61
1074
$7.93K ﹤0.01%
570
-1,000
1075
$7.88K ﹤0.01%
171
-5
41 42
43
44 45