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
1151
$2.91K ﹤0.01%
+7
1152
$2.88K ﹤0.01%
+30
1153
$2.87K ﹤0.01%
36
1154
$2.84K ﹤0.01%
164
1155
$2.81K ﹤0.01%
58
+3
1156
$2.69K ﹤0.01%
+29
1157
$2.69K ﹤0.01%
66
-15
1158
$2.65K ﹤0.01%
+3
1159
$2.61K ﹤0.01%
+8
1160
$2.58K ﹤0.01%
30
1161
$2.56K ﹤0.01%
10
+2
1162
$2.51K ﹤0.01%
26
-12
1163
$2.48K ﹤0.01%
+32
1164
$2.4K ﹤0.01%
+8
1165
$2.39K ﹤0.01%
+60
1166
$2.36K ﹤0.01%
+22
1167
$2.33K ﹤0.01%
+12
1168
$2.32K ﹤0.01%
+8
1169
$2.29K ﹤0.01%
27
-315
1170
$2.29K ﹤0.01%
+87
1171
$2.25K ﹤0.01%
+83
1172
$2.24K ﹤0.01%
+35
1173
$2.23K ﹤0.01%
+7
1174
$2.2K ﹤0.01%
105
-12
1175
$2.17K ﹤0.01%
38
+16
45 46
47
48 49