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
$3.63B
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,494
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$20.7M
3
+$14.2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.51M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.07M

Top Sells

1
+$41.9M
2
+$7.28M
3
+$5.94M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TTE icon
TotalEnergies
TTE
+$3.95M

Sector Composition

1 Technology 6.53%
2 Financials 5.04%
3 Healthcare 4.04%
4 Industrials 2.88%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.95M 0.05%
14,978
-845
227
$1.95M 0.05%
10,445
+427
228
$1.94M 0.05%
10,820
-416
229
$1.94M 0.05%
26,495
+938
230
$1.93M 0.05%
10,483
+148
231
$1.91M 0.05%
9,490
-678
232
$1.9M 0.05%
9,057
+1,986
233
$1.89M 0.05%
46,826
+29,778
234
$1.88M 0.05%
57,059
-3,469
235
$1.88M 0.05%
3,440
-3,067
236
$1.88M 0.05%
16,886
+646
237
$1.87M 0.05%
1,008
+20
238
$1.86M 0.05%
73,379
+2,109
239
$1.84M 0.05%
79,802
+844
240
$1.84M 0.05%
21,154
+290
241
$1.83M 0.05%
7,921
+339
242
$1.83M 0.05%
2,921
+1,205
243
$1.81M 0.05%
30,646
+4,839
244
$1.8M 0.05%
7,021
+1,235
245
$1.8M 0.05%
14,776
+2,598
246
$1.8M 0.05%
6,365
-301
247
$1.76M 0.05%
4,035
+1,351
248
$1.75M 0.05%
13,205
-640
249
$1.75M 0.05%
23,377
-1,294
250
$1.74M 0.05%
13,734
-434
8 9
10
11 12