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
1176
$2.13K ﹤0.01%
15
1177
$2.12K ﹤0.01%
27
1178
$2.12K ﹤0.01%
+47
1179
$2.09K ﹤0.01%
+29
1180
$2.07K ﹤0.01%
42
1181
$2.04K ﹤0.01%
+45
1182
$1.99K ﹤0.01%
+66
1183
$1.97K ﹤0.01%
+15
1184
$1.96K ﹤0.01%
175
1185
$1.93K ﹤0.01%
9
+8
1186
$1.92K ﹤0.01%
266
1187
$1.9K ﹤0.01%
20
+1
1188
$1.9K ﹤0.01%
21
1189
$1.89K ﹤0.01%
+41
1190
$1.87K ﹤0.01%
93
1191
$1.87K ﹤0.01%
21
+4
1192
$1.86K ﹤0.01%
+46
1193
$1.86K ﹤0.01%
12
1194
$1.86K ﹤0.01%
+7
1195
$1.79K ﹤0.01%
20
-221
1196
$1.76K ﹤0.01%
7
+6
1197
$1.74K ﹤0.01%
42
-5
1198
$1.73K ﹤0.01%
45
-2
1199
$1.73K ﹤0.01%
+11
1200
$1.69K ﹤0.01%
+10
46 47
48
49 50