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
251
$1.74M 0.05%
3,496
-208
252
$1.73M 0.05%
8,659
-11,108
253
$1.73M 0.05%
19,904
+692
254
$1.72M 0.05%
5,625
-315
255
$1.71M 0.05%
2,771
-64
256
$1.7M 0.05%
50,423
+2,086
257
$1.7M 0.05%
368
+20
258
$1.67M 0.05%
12,734
+9,501
259
$1.66M 0.05%
40,188
-3,729
260
$1.66M 0.05%
17,392
+1,111
261
$1.65M 0.05%
7,122
-1,560
262
$1.62M 0.04%
47,438
+8,393
263
$1.58M 0.04%
47,678
+581
264
$1.58M 0.04%
5,920
-424
265
$1.56M 0.04%
18,749
-18,933
266
$1.56M 0.04%
4,464
+457
267
$1.55M 0.04%
19,808
+14,943
268
$1.55M 0.04%
13,285
+3,707
269
$1.55M 0.04%
39,260
+87
270
$1.54M 0.04%
4,412
-102
271
$1.53M 0.04%
38,272
+28,685
272
$1.52M 0.04%
5,041
-223
273
$1.52M 0.04%
19,638
+1,392
274
$1.51M 0.04%
12,967
-782
275
$1.49M 0.04%
6,284
+748
9 10
11
12 13