TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
1
$178M 6.45%
375,264
-64,444
2
$124M 4.48%
2,215,897
+2,194,207
3
$97.4M 3.52%
2,101,814
+841,522
4
$90.9M 3.28%
3,943,285
+3,935,515
5
$89.1M 3.22%
1,266,480
+1,137,249
6
$84.5M 3.05%
1,030,051
-39,144
7
$62.8M 2.27%
368,320
+19,702
8
$51.8M 1.87%
669,081
-105,005
9
$50M 1.81%
132,738
+499
10
$47.2M 1.7%
808,468
+728,874
11
$46.9M 1.7%
98,275
+6,540
12
$42.9M 1.55%
141,630
-6,008
13
$36.9M 1.33%
224,169
+80,145
14
$33.5M 1.21%
285,833
+74,713
15
$33.3M 1.2%
81,390
+7,564
16
$31.2M 1.13%
71,323
+117
17
$30.3M 1.1%
563,341
+131,015
18
$29.5M 1.07%
582,905
+456,901
19
$27.5M 0.99%
366,068
-7,361
20
$27.4M 0.99%
363,507
-209,643
21
$27.2M 0.98%
523,909
+424,800
22
$26M 0.94%
83,723
-3,560
23
$25.7M 0.93%
94,935
+88,861
24
$25.6M 0.92%
236,075
+83,506
25
$25.5M 0.92%
154,293
+34,432
1
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