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
1201
$1.66K ﹤0.01%
106
1202
$1.65K ﹤0.01%
52
-1,349
1203
$1.63K ﹤0.01%
+46
1204
$1.62K ﹤0.01%
76
-16
1205
$1.62K ﹤0.01%
52
1206
$1.61K ﹤0.01%
+19
1207
$1.57K ﹤0.01%
62
+37
1208
$1.55K ﹤0.01%
44
-18
1209
$1.55K ﹤0.01%
120
1210
$1.51K ﹤0.01%
39
+21
1211
$1.49K ﹤0.01%
42
+25
1212
$1.46K ﹤0.01%
335
1213
$1.46K ﹤0.01%
46
-374
1214
$1.44K ﹤0.01%
15
-121
1215
$1.41K ﹤0.01%
17
1216
$1.34K ﹤0.01%
13
1217
$1.33K ﹤0.01%
74
-93
1218
$1.31K ﹤0.01%
125
1219
$1.29K ﹤0.01%
12
-1
1220
$1.28K ﹤0.01%
+7
1221
$1.28K ﹤0.01%
42
1222
$1.27K ﹤0.01%
1
1223
$1.2K ﹤0.01%
75
-10,588
1224
$1.18K ﹤0.01%
5
1225
$1.17K ﹤0.01%
+28
47 48
49
50 51