TPCW
TD Private Client Wealth Portfolio holdings
AUM
$4.07B
1-Year Return
14.25%
This Quarter Return
+8.49%
1 Year Return
+14.25%
3 Year Return
+49.74%
5 Year Return
+85.19%
10 Year Return
–
AUM
$2.12B
AUM Growth
+$161M
(+8.2%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
27.14%
Holding
1,269
New
58
Increased
387
Reduced
580
Closed
61
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$16.7M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$16.3M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$14.2M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$12.3M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.79M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$19.2M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$18.7M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$7.54M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$6.1M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.8M |
Sector Composition
| 1 | Healthcare | 8.23% |
| 2 | Technology | 8.16% |
| 3 | Financials | 7.65% |
| 4 | Industrials | 4.6% |
| 5 | Consumer Staples | 3.71% |
