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
1076
$7.87K ﹤0.01%
104
-31
1077
$7.86K ﹤0.01%
5
1078
$7.78K ﹤0.01%
314
-28
1079
$7.78K ﹤0.01%
264
+3
1080
$7.75K ﹤0.01%
79
-1,084
1081
$7.57K ﹤0.01%
115
1082
$7.54K ﹤0.01%
319
-31
1083
$7.53K ﹤0.01%
153
1084
$7.42K ﹤0.01%
169
1085
$7.36K ﹤0.01%
1,166
1086
$7.25K ﹤0.01%
584
+68
1087
$7.09K ﹤0.01%
88
-250
1088
$7.08K ﹤0.01%
+100
1089
$6.96K ﹤0.01%
104
1090
$6.92K ﹤0.01%
57
1091
$6.88K ﹤0.01%
429
1092
$6.81K ﹤0.01%
298
-497
1093
$6.6K ﹤0.01%
375
-879
1094
$6.57K ﹤0.01%
44
1095
$6.55K ﹤0.01%
240
-168
1096
$6.51K ﹤0.01%
44
1097
$6.34K ﹤0.01%
48
1098
$6.13K ﹤0.01%
45
1099
$6.05K ﹤0.01%
871
-35
1100
$6.01K ﹤0.01%
2,516
-122
42 43
44
45 46