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
1126
$4.11K ﹤0.01%
175
-95
1127
$3.98K ﹤0.01%
101
-157
1128
$3.96K ﹤0.01%
+52
1129
$3.93K ﹤0.01%
35
1130
$3.75K ﹤0.01%
+47
1131
$3.64K ﹤0.01%
158
+71
1132
$3.43K ﹤0.01%
270
-365
1133
$3.36K ﹤0.01%
111
-47
1134
$3.28K ﹤0.01%
263
-428
1135
$3.21K ﹤0.01%
37
+27
1136
$3.14K ﹤0.01%
50
-95
1137
$3.06K ﹤0.01%
49
1138
$3.05K ﹤0.01%
113
-206
1139
$2.8K ﹤0.01%
64
1140
$2.69K ﹤0.01%
+31
1141
$2.68K ﹤0.01%
277
-2,894
1142
$2.6K ﹤0.01%
126
1143
$2.58K ﹤0.01%
21
1144
$2.51K ﹤0.01%
23
1145
$2.41K ﹤0.01%
2
-5
1146
$2.36K ﹤0.01%
24
1147
$2.32K ﹤0.01%
37
-49
1148
$2.3K ﹤0.01%
+108
1149
$2.14K ﹤0.01%
621
-172
1150
$2.13K ﹤0.01%
106
44 45
46
47 48