TPCW
TD Private Client Wealth Portfolio holdings
AUM
$4.07B
This Quarter Return
-0.26%
1 Year Return
+14.25%
3 Year Return
+49.74%
5 Year Return
+85.19%
10 Year Return
–
AUM
$2.34B
AUM Growth
+$2.34B
(-0.12%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
28.61%
Holding
1,246
New
27
Increased
444
Reduced
432
Closed
35
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.79M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$4.97M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.48M |
| 4 |
Apple
AAPL
|
$3.32M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$3.23M |
Top Sells
| 1 |
Microsoft
MSFT
|
$5.46M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.78M |
| 3 |
Pfizer
PFE
|
$3.57M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.07M |
| 5 |
Charter Communications
CHTR
|
$2.65M |
Sector Composition
| 1 | Technology | 10.5% |
| 2 | Financials | 8.03% |
| 3 | Healthcare | 7.29% |
| 4 | Communication Services | 4.99% |
| 5 | Industrials | 4.6% |
