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
201
$2.67M 0.08%
10,660
-4,010
202
$2.67M 0.08%
19,904
+108
203
$2.66M 0.08%
33,175
+1,760
204
$2.65M 0.08%
10,451
+106
205
$2.65M 0.08%
11,503
+494
206
$2.61M 0.08%
43,271
-181
207
$2.53M 0.07%
21,329
+2,613
208
$2.53M 0.07%
44,586
-171
209
$2.52M 0.07%
5,121
+6
210
$2.51M 0.07%
9,386
+16
211
$2.5M 0.07%
20,228
-1,607
212
$2.47M 0.07%
39,412
+1,307
213
$2.46M 0.07%
4,966
-1,476
214
$2.45M 0.07%
14,053
+2,817
215
$2.44M 0.07%
2,748
-450
216
$2.43M 0.07%
39,567
+120
217
$2.42M 0.07%
26,866
-12,605
218
$2.36M 0.07%
30,399
+2,717
219
$2.32M 0.07%
4,577
-2,111
220
$2.31M 0.07%
45,759
+685
221
$2.29M 0.07%
16,812
-2,351
222
$2.27M 0.07%
11,640
+1,106
223
$2.26M 0.07%
9,472
-67
224
$2.25M 0.06%
62,633
-131
225
$2.21M 0.06%
21,340
-773
7 8
9
10 11