TPCW
TD Private Client Wealth Portfolio holdings
AUM
$4.07B
1-Year Return
14.25%
This Quarter Return
+1.55%
1 Year Return
+14.25%
3 Year Return
+49.74%
5 Year Return
+85.19%
10 Year Return
–
AUM
$3.18B
AUM Growth
+$129M
(+4.2%)
Cap. Flow
+$96.8M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
33.87%
Holding
1,277
New
61
Increased
526
Reduced
484
Closed
61
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$23.1M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$21.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$14.5M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$7.02M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.91M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.93M |
| 2 |
Eli Lilly
LLY
|
$4.41M |
| 3 |
Visa
V
|
$3.17M |
| 4 |
NVIDIA
NVDA
|
$2.95M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$2.62M |
Sector Composition
| 1 | Technology | 8.27% |
| 2 | Financials | 4.79% |
| 3 | Healthcare | 4.45% |
| 4 | Industrials | 3.32% |
| 5 | Communication Services | 2.66% |
