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
$2.77B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$90.7M
3
+$80M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$42.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$39M

Top Sells

1
+$122M
2
+$30.6M
3
+$15.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.12M

Sector Composition

1 Technology 8.31%
2 Financials 5.16%
3 Healthcare 4.85%
4 Industrials 3.8%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.82M 0.17%
19,605
+415
102
$4.81M 0.17%
24,248
-1,565
103
$4.76M 0.17%
115,756
-17,218
104
$4.74M 0.17%
72,889
-3,073
105
$4.69M 0.17%
39,381
-4,115
106
$4.65M 0.17%
13,263
+159
107
$4.65M 0.17%
27,361
-2,537
108
$4.6M 0.17%
54,656
-5,042
109
$4.59M 0.17%
79,361
-33,745
110
$4.57M 0.17%
6,037
-397
111
$4.53M 0.16%
74,586
-11,817
112
$4.51M 0.16%
58,261
-36,298
113
$4.49M 0.16%
38,276
-13,997
114
$4.48M 0.16%
90,105
-19,485
115
$4.47M 0.16%
9,918
-1,859
116
$4.28M 0.15%
39,312
+4,108
117
$4.15M 0.15%
17,332
-489
118
$4.13M 0.15%
31,005
+2,974
119
$4.13M 0.15%
62,413
-2,780
120
$4.01M 0.15%
42,195
-9,027
121
$3.99M 0.14%
64,833
+22,938
122
$3.99M 0.14%
25,462
-604
123
$3.97M 0.14%
117,880
-37,932
124
$3.95M 0.14%
109,104
-30,458
125
$3.95M 0.14%
17,552
+1,561
3 4
5
6 7