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
1076
$8.01K ﹤0.01%
209
1077
$7.77K ﹤0.01%
167
1078
$7.74K ﹤0.01%
296
+9
1079
$7.67K ﹤0.01%
80
-9
1080
$7.63K ﹤0.01%
355
+155
1081
$7.58K ﹤0.01%
176
1082
$7.5K ﹤0.01%
45
-15
1083
$7.42K ﹤0.01%
94
1084
$7.4K ﹤0.01%
50
+2
1085
$7.32K ﹤0.01%
105
+1
1086
$7.31K ﹤0.01%
650
-433
1087
$7.25K ﹤0.01%
314
1088
$7.23K ﹤0.01%
25
1089
$7.21K ﹤0.01%
475
1090
$7.19K ﹤0.01%
376
1091
$7.14K ﹤0.01%
141
+25
1092
$7.03K ﹤0.01%
100
-95
1093
$6.97K ﹤0.01%
+32
1094
$6.62K ﹤0.01%
203
-1,694
1095
$6.48K ﹤0.01%
144
+67
1096
$6.42K ﹤0.01%
470
1097
$6.36K ﹤0.01%
32
-3
1098
$6.26K ﹤0.01%
1,138
-20
1099
$6.23K ﹤0.01%
124
-35
1100
$6.1K ﹤0.01%
251
42 43
44
45 46