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
201
$2.19M 0.08%
20,221
-533
202
$2.19M 0.08%
40,465
-12,977
203
$2.19M 0.08%
3,940
+1,187
204
$2.19M 0.08%
27,594
+2,672
205
$2.18M 0.08%
33,176
-819
206
$2.18M 0.08%
62,703
+53,684
207
$2.17M 0.08%
87,164
-2,884
208
$2.16M 0.08%
44,812
-9,204
209
$2.14M 0.08%
9,724
-252
210
$2.14M 0.08%
8,846
+76
211
$2.13M 0.08%
35,917
-2,958
212
$2.1M 0.08%
7,990
-297
213
$2.06M 0.07%
19,541
+6,522
214
$2.06M 0.07%
12,607
-239
215
$2.04M 0.07%
46,792
-950
216
$2.02M 0.07%
9,478
+2,154
217
$2.02M 0.07%
49,711
+2,094
218
$2.01M 0.07%
35,492
-425
219
$2.01M 0.07%
32,424
+19,593
220
$2.01M 0.07%
54,248
-6,584
221
$2M 0.07%
3,028
+1,517
222
$2M 0.07%
7,304
-401
223
$1.99M 0.07%
22,784
-6,164
224
$1.98M 0.07%
81,588
+1,788
225
$1.97M 0.07%
104,994
-1,932
7 8
9
10 11