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
151
$3.08M 0.11%
23,121
+20,374
152
$3.07M 0.11%
65,415
-15,145
153
$3.07M 0.11%
13,267
-1,892
154
$3.04M 0.11%
28,309
-25,573
155
$3.01M 0.11%
24,741
-6,114
156
$3M 0.11%
13,183
-480
157
$2.98M 0.11%
10,323
-633
158
$2.95M 0.11%
231,581
-32,749
159
$2.94M 0.11%
28,272
-2,077
160
$2.94M 0.11%
7,367
-191
161
$2.93M 0.11%
29,333
+2,546
162
$2.9M 0.1%
37,050
-30,430
163
$2.9M 0.1%
15,054
+2,519
164
$2.9M 0.1%
98,851
-23,687
165
$2.88M 0.1%
73,331
-15,317
166
$2.88M 0.1%
25,606
-2,429
167
$2.87M 0.1%
77,648
-18,652
168
$2.84M 0.1%
88,941
+28,225
169
$2.82M 0.1%
11,391
-569
170
$2.75M 0.1%
16,836
+412
171
$2.75M 0.1%
31,109
-6,345
172
$2.74M 0.1%
10,856
+193
173
$2.73M 0.1%
10,336
-329
174
$2.7M 0.1%
6,025
-237
175
$2.69M 0.1%
31,925
+27,301
5 6
7
8 9