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
1101
$5.84K ﹤0.01%
265
1102
$5.83K ﹤0.01%
129
-178
1103
$5.82K ﹤0.01%
95
-66
1104
$5.66K ﹤0.01%
448
1105
$5.58K ﹤0.01%
+80
1106
$5.52K ﹤0.01%
34
1107
$5.4K ﹤0.01%
220
1108
$5.4K ﹤0.01%
12
+10
1109
$5.25K ﹤0.01%
82
1110
$5.24K ﹤0.01%
+330
1111
$5.24K ﹤0.01%
454
1112
$5.1K ﹤0.01%
205
-766
1113
$4.96K ﹤0.01%
140
1114
$4.83K ﹤0.01%
27
-17
1115
$4.79K ﹤0.01%
104
1116
$4.73K ﹤0.01%
+93
1117
$4.66K ﹤0.01%
10
+6
1118
$4.61K ﹤0.01%
26
1119
$4.48K ﹤0.01%
67
1120
$4.28K ﹤0.01%
135
+16
1121
$4.15K ﹤0.01%
58
1122
$4.08K ﹤0.01%
42
1123
$4.04K ﹤0.01%
+66
1124
$4K ﹤0.01%
72
-67
1125
$3.84K ﹤0.01%
+49
43 44
45
46 47