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
176
$2.68M 0.1%
7,377
-208
177
$2.64M 0.1%
24,331
+3,681
178
$2.62M 0.09%
12,116
-1,869
179
$2.61M 0.09%
51,506
-11,656
180
$2.6M 0.09%
25,708
+1,478
181
$2.55M 0.09%
20,153
+2,710
182
$2.54M 0.09%
96,545
-3,832
183
$2.54M 0.09%
13,547
+49
184
$2.5M 0.09%
13,299
-1,674
185
$2.49M 0.09%
21,857
-1,477
186
$2.45M 0.09%
25,529
-1,897
187
$2.44M 0.09%
21,053
-1,280
188
$2.4M 0.09%
22,792
+8,616
189
$2.38M 0.09%
49,640
-15,422
190
$2.37M 0.09%
9,860
-1,485
191
$2.37M 0.09%
27,817
-4,132
192
$2.36M 0.09%
109,753
+88,378
193
$2.36M 0.09%
24,359
+6,923
194
$2.28M 0.08%
9,637
-263
195
$2.22M 0.08%
11,265
+2,462
196
$2.21M 0.08%
5,156
-163
197
$2.2M 0.08%
46,763
-1,705
198
$2.2M 0.08%
12,107
-2,749
199
$2.2M 0.08%
42,729
+2,881
200
$2.2M 0.08%
17,095
-1,529
6 7
8
9 10