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
101
$5.36M 0.15%
33,076
+9,671
102
$5.25M 0.15%
45,546
-13,712
103
$5.24M 0.15%
63,587
+3,314
104
$5.24M 0.15%
98,409
-2,756
105
$5.16M 0.15%
8,314
-663
106
$5.13M 0.15%
38,892
+133
107
$5.04M 0.15%
8,149
+1,591
108
$5.01M 0.14%
6,017
+245
109
$5M 0.14%
42,664
-2,016
110
$5M 0.14%
38,287
+1,978
111
$4.99M 0.14%
17,946
+169
112
$4.88M 0.14%
64,960
+3,615
113
$4.84M 0.14%
19,642
+121
114
$4.82M 0.14%
57,509
+5,497
115
$4.74M 0.14%
5,302
-148
116
$4.74M 0.14%
17,476
+831
117
$4.69M 0.13%
71,975
+2,101
118
$4.68M 0.13%
20,345
+19
119
$4.62M 0.13%
16,883
+8,949
120
$4.6M 0.13%
42,314
+9,922
121
$4.58M 0.13%
57,021
-4,261
122
$4.43M 0.13%
4,661
-146
123
$4.41M 0.13%
38,695
+1,664
124
$4.34M 0.12%
197,315
+854
125
$4.34M 0.12%
76,754
-24,515
3 4
5
6 7