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
1101
$5.86K ﹤0.01%
88
1102
$5.8K ﹤0.01%
62
+17
1103
$5.72K ﹤0.01%
108
1104
$5.55K ﹤0.01%
1,000
1105
$5.5K ﹤0.01%
251
1106
$5.49K ﹤0.01%
200
-251
1107
$5.36K ﹤0.01%
170
1108
$5.3K ﹤0.01%
489
-1,131
1109
$5.28K ﹤0.01%
52
1110
$5.16K ﹤0.01%
114
1111
$5.12K ﹤0.01%
219
-3,162
1112
$5.06K ﹤0.01%
165
-208
1113
$5.06K ﹤0.01%
419
-23
1114
$5.05K ﹤0.01%
450
-191
1115
$4.98K ﹤0.01%
17
-25
1116
$4.88K ﹤0.01%
32
-76
1117
$4.87K ﹤0.01%
301
1118
$4.84K ﹤0.01%
34
1119
$4.83K ﹤0.01%
143
1120
$4.65K ﹤0.01%
200
1121
$4.57K ﹤0.01%
212
-104
1122
$4.52K ﹤0.01%
130
1123
$4.43K ﹤0.01%
142
1124
$4.29K ﹤0.01%
78
-48
1125
$4.12K ﹤0.01%
140
43 44
45
46 47