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
1226
$1.17K ﹤0.01%
+83
1227
$1.17K ﹤0.01%
86
1228
$1.17K ﹤0.01%
46
-133
1229
$1.16K ﹤0.01%
45
1230
$1.15K ﹤0.01%
6
+3
1231
$1.14K ﹤0.01%
+13
1232
$1.08K ﹤0.01%
2
1233
$1.03K ﹤0.01%
46
1234
$980 ﹤0.01%
+10
1235
$975 ﹤0.01%
11
1236
$968 ﹤0.01%
40
-970
1237
$966 ﹤0.01%
13
1238
$870 ﹤0.01%
17
1239
$830 ﹤0.01%
4
1240
$824 ﹤0.01%
193
1241
$801 ﹤0.01%
25
1242
$782 ﹤0.01%
+7
1243
$777 ﹤0.01%
4
1244
$771 ﹤0.01%
8
-548
1245
$753 ﹤0.01%
+12
1246
$637 ﹤0.01%
46
-20
1247
$562 ﹤0.01%
+8
1248
$458 ﹤0.01%
56
1249
$450 ﹤0.01%
27
1250
$414 ﹤0.01%
109
48 49
50
51 52