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
276
$1.48M 0.04%
29,497
+2,894
277
$1.48M 0.04%
12,590
+3,767
278
$1.47M 0.04%
4,472
+175
279
$1.47M 0.04%
4,762
+1,092
280
$1.44M 0.04%
7,705
+1,032
281
$1.43M 0.04%
23,288
-8,555
282
$1.43M 0.04%
18,688
+2,380
283
$1.41M 0.04%
2,637
-1,200
284
$1.39M 0.04%
5,611
-204
285
$1.39M 0.04%
12,435
-145
286
$1.38M 0.04%
18,767
+1,959
287
$1.38M 0.04%
21,712
+8,158
288
$1.36M 0.04%
15,477
-1,116
289
$1.35M 0.04%
8,220
+3
290
$1.35M 0.04%
5,301
-390
291
$1.33M 0.04%
31,743
-89
292
$1.33M 0.04%
28,199
-4,744
293
$1.32M 0.04%
136,319
+19,374
294
$1.31M 0.04%
9,078
+2,532
295
$1.29M 0.04%
16,155
-12,561
296
$1.28M 0.04%
8,532
-490
297
$1.28M 0.04%
10,152
-1,126
298
$1.28M 0.04%
5,042
-477
299
$1.26M 0.03%
41,484
+3,028
300
$1.26M 0.03%
22,799
+56
10 11
12
13 14