TD Private Client Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$13.3M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$9.22M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$8.21M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.09M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$4.25M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$11.5M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$5.37M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.15M |
| 4 |
DOCU
DocuSign
DOCU
|
+$2.81M |
| 5 |
Universal Display
OLED
|
+$1.99M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.75% |
| 2 | Financials | 8.05% |
| 3 | Healthcare | 7.32% |
| 4 | Communication Services | 5.23% |
| 5 | Industrials | 4.76% |
Similar funds
TD Private Client Wealth's Q1 2021 Portfolio in Review
As of Q1 2021, TD Private Client Wealth held 1,218 positions worth $2.14B, up 8.6% from $1.97B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
TD Private Client Wealth deployed $68M of net new capital in Q1 2021, opening 76 new positions and adding to 461 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 186,738 shares worth $4.54M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 11% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $11.5M trimmed.
- TD Private Client Wealth's largest Q1 2021 buy was Schwab US Dividend Equity ETF: 186,738 shares worth $4.54M.
- TD Private Client Wealth added most to Vanguard Short-Term Corporate Bond ETF in Q1 2021, an estimated $13.3M increase.
- TD Private Client Wealth's biggest Q1 2021 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $11.5M.
- TD Private Client Wealth fully exited State Street Blackstone Senior Loan ETF in Q1 2021, selling an estimated $678K.
- TD Private Client Wealth's ten largest holdings make up 28% of its $2.14B portfolio in Q1 2021.
- TD Private Client Wealth opened 76 new positions and closed 53 in Q1 2021.
- TD Private Client Wealth's portfolio value rose 8.6% quarter-over-quarter to $2.14B.
Based on TD Private Client Wealth's 13F filing for Q1 2021, filed 16 Aug 2024.