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
1251
$398 ﹤0.01%
+2
1252
$373 ﹤0.01%
131
1253
$369 ﹤0.01%
9
1254
$326 ﹤0.01%
67
1255
$324 ﹤0.01%
4
-23
1256
$320 ﹤0.01%
2
1257
$312 ﹤0.01%
8
1258
$287 ﹤0.01%
131
1259
$266 ﹤0.01%
+8
1260
$261 ﹤0.01%
+4
1261
$259 ﹤0.01%
+2
1262
$248 ﹤0.01%
18
-10
1263
$212 ﹤0.01%
2
1264
$184 ﹤0.01%
+8
1265
$141 ﹤0.01%
10
1266
$140 ﹤0.01%
+9
1267
$122 ﹤0.01%
+3
1268
$116 ﹤0.01%
1
1269
$114 ﹤0.01%
600
1270
$93 ﹤0.01%
2
1271
$51 ﹤0.01%
+2
1272
$45 ﹤0.01%
2
1273
– –
0
1274
$30 ﹤0.01%
1
1275
$30 ﹤0.01%
400
49 50
51
52 53