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
301
$1.25M 0.03%
6,907
-737
302
$1.23M 0.03%
2,942
+37
303
$1.22M 0.03%
7,666
+608
304
$1.22M 0.03%
59,019
+5,147
305
$1.21M 0.03%
7,928
-14,477
306
$1.21M 0.03%
48,540
-7,593
307
$1.21M 0.03%
24,240
-1,970
308
$1.2M 0.03%
4,691
-1,027
309
$1.2M 0.03%
18,335
+9,444
310
$1.19M 0.03%
5,210
+1,607
311
$1.19M 0.03%
1,764
-127
312
$1.18M 0.03%
4,008
+52
313
$1.17M 0.03%
7,709
+2,444
314
$1.17M 0.03%
5,011
+379
315
$1.16M 0.03%
13,379
+220
316
$1.16M 0.03%
5,190
+648
317
$1.15M 0.03%
14,236
-865
318
$1.15M 0.03%
9,447
-551
319
$1.14M 0.03%
7,399
+428
320
$1.13M 0.03%
7,503
+424
321
$1.13M 0.03%
15,372
+1,137
322
$1.12M 0.03%
11,452
-1,232
323
$1.12M 0.03%
2,796
-270
324
$1.11M 0.03%
13,763
+3,115
325
$1.11M 0.03%
8,213
-1,584
11 12
13
14 15