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
1126
$3.71K ﹤0.01%
+22
1127
$3.64K ﹤0.01%
98
1128
$3.56K ﹤0.01%
113
1129
$3.55K ﹤0.01%
363
-27
1130
$3.55K ﹤0.01%
+17
1131
$3.51K ﹤0.01%
53
1132
$3.45K ﹤0.01%
170
1133
$3.38K ﹤0.01%
238
1134
$3.35K ﹤0.01%
286
1135
$3.27K ﹤0.01%
123
-25
1136
$3.21K ﹤0.01%
193
-5
1137
$3.21K ﹤0.01%
14
+8
1138
$3.18K ﹤0.01%
18
1139
$3.17K ﹤0.01%
48
-7
1140
$3.16K ﹤0.01%
+22
1141
$3.16K ﹤0.01%
12
+7
1142
$3.14K ﹤0.01%
47
+30
1143
$3.1K ﹤0.01%
25
+17
1144
$3.07K ﹤0.01%
73
+29
1145
$3.06K ﹤0.01%
981
-197
1146
$3.04K ﹤0.01%
64
1147
$3.02K ﹤0.01%
130
1148
$3.01K ﹤0.01%
22
1149
$2.96K ﹤0.01%
39
+18
1150
$2.94K ﹤0.01%
+27
44 45
46
47 48