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
1276
$29 ﹤0.01%
1
1277
– –
-785
1278
$20 ﹤0.01%
1
1279
$5 ﹤0.01%
1
1280
$4 ﹤0.01%
9
1281
– –
-1,138
1282
– –
-113
1283
– –
-927
1284
– –
-7,315
1285
– –
-36
1286
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-9
1287
– –
-562
1288
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-16
1289
– –
-1,627
1290
– –
-2,787
1291
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-852
1292
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-3,792
1293
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-477
1294
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-219
1295
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-1,370
1296
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-438
1297
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-8
1298
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-365
1299
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-240
1300
– –
-7
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