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
126
$3.94M 0.14%
18,778
-492
127
$3.89M 0.14%
24,008
-3,376
128
$3.84M 0.14%
75,206
-1,275
129
$3.83M 0.14%
23,221
+3,064
130
$3.82M 0.14%
33,182
-13,470
131
$3.78M 0.14%
67,378
-5,708
132
$3.78M 0.14%
95,881
-22,440
133
$3.74M 0.14%
4,609
-2,827
134
$3.66M 0.13%
47,028
+3,852
135
$3.63M 0.13%
29,046
-33,789
136
$3.63M 0.13%
16,002
-3,845
137
$3.63M 0.13%
51,717
-8,241
138
$3.58M 0.13%
36,791
-2,033
139
$3.57M 0.13%
212,575
-42,043
140
$3.55M 0.13%
9,353
-587
141
$3.38M 0.12%
30,699
+2,313
142
$3.32M 0.12%
5,708
-455
143
$3.32M 0.12%
5,862
-2,094
144
$3.31M 0.12%
114,783
-26,365
145
$3.27M 0.12%
62,726
-1,691
146
$3.2M 0.12%
6,022
-475
147
$3.19M 0.12%
39,406
-3,445
148
$3.18M 0.12%
65,607
-30,237
149
$3.18M 0.11%
20,183
-3,719
150
$3.16M 0.11%
12,731
+131
4 5
6
7 8