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
151
$3.59M 0.1%
39,043
+6,533
152
$3.59M 0.1%
74,999
+6,584
153
$3.58M 0.1%
158,265
+24,033
154
$3.58M 0.1%
34,325
+16,865
155
$3.57M 0.1%
56,694
-2,369
156
$3.56M 0.1%
5,897
-36
157
$3.54M 0.1%
20,755
-1,217
158
$3.51M 0.1%
69,760
+1,190
159
$3.46M 0.1%
94,467
+1,386
160
$3.43M 0.1%
52,562
-472
161
$3.4M 0.1%
31,994
+2,458
162
$3.36M 0.1%
32,320
+8,379
163
$3.35M 0.1%
52,775
-477
164
$3.31M 0.1%
77,385
+35
165
$3.23M 0.09%
35,208
+2,869
166
$3.2M 0.09%
92,027
+2,146
167
$3.2M 0.09%
10,891
-47
168
$3.2M 0.09%
72,638
+12,320
169
$3.19M 0.09%
32,712
+2,733
170
$3.12M 0.09%
65,595
+1,676
171
$3.1M 0.09%
67,846
-34,950
172
$3.09M 0.09%
60,824
-648
173
$3.05M 0.09%
57,790
+4,269
174
$3.04M 0.09%
27,576
-624
175
$3.04M 0.09%
10,497
-2
5 6
7
8 9