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
1051
$10.1K ﹤0.01%
88
+20
1052
$10K ﹤0.01%
352
1053
$10K ﹤0.01%
48
-3
1054
$9.88K ﹤0.01%
289
-29
1055
$9.81K ﹤0.01%
162
-5
1056
$9.69K ﹤0.01%
459
1057
$9.64K ﹤0.01%
345
1058
$9.6K ﹤0.01%
+1,140
1059
$9.58K ﹤0.01%
240
-228
1060
$9.58K ﹤0.01%
795
-14
1061
$9.49K ﹤0.01%
192
+32
1062
$9.45K ﹤0.01%
101
+86
1063
$9.32K ﹤0.01%
198
1064
$9.13K ﹤0.01%
786
-8
1065
$9.12K ﹤0.01%
131
1066
$9.1K ﹤0.01%
79
1067
$8.79K ﹤0.01%
+84
1068
$8.78K ﹤0.01%
120
1069
$8.78K ﹤0.01%
645
1070
$8.69K ﹤0.01%
70
1071
$8.4K ﹤0.01%
186
-2,337
1072
$8.4K ﹤0.01%
405
-41
1073
$8.23K ﹤0.01%
309
-88
1074
$8.14K ﹤0.01%
49
1075
$8.11K ﹤0.01%
191
41 42
43
44 45