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
126
$4.27M 0.12%
50,998
-389
127
$4.24M 0.12%
82,008
+8,703
128
$4.15M 0.12%
37,905
+1,360
129
$4.12M 0.12%
61,848
-1,839
130
$4.04M 0.12%
99,295
-2,883
131
$3.97M 0.11%
8,459
-201
132
$3.97M 0.11%
17,935
+3
133
$3.88M 0.11%
20,563
+5,755
134
$3.85M 0.11%
115,670
+18,501
135
$3.84M 0.11%
59,438
-568
136
$3.84M 0.11%
43,521
-1,520
137
$3.83M 0.11%
52,931
+2,023
138
$3.82M 0.11%
27,232
+5,970
139
$3.77M 0.11%
16,685
+1,989
140
$3.77M 0.11%
10,219
-84
141
$3.75M 0.11%
32,005
+134
142
$3.75M 0.11%
13,993
+262
143
$3.74M 0.11%
13,794
+870
144
$3.68M 0.11%
55,992
+2,970
145
$3.68M 0.11%
21,191
+4,954
146
$3.67M 0.11%
26,337
-424
147
$3.63M 0.1%
37,882
-522
148
$3.61M 0.1%
124,712
+3,307
149
$3.61M 0.1%
245,358
+9,158
150
$3.6M 0.1%
27,407
-1,778
4 5
6
7 8