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
326
$1.1M 0.03%
4,732
+127
327
$1.09M 0.03%
4,656
+487
328
$1.08M 0.03%
24,023
+1,877
329
$1.08M 0.03%
19,185
+398
330
$1.08M 0.03%
10,350
-9,067
331
$1.08M 0.03%
3,728
+284
332
$1.08M 0.03%
+6,730
333
$1.06M 0.03%
1,831
-136
334
$1.06M 0.03%
14,083
-1,379
335
$1.05M 0.03%
11,247
-394
336
$1.05M 0.03%
22,188
-265
337
$1.04M 0.03%
4,761
-4
338
$1.03M 0.03%
11,752
+3,131
339
$1.03M 0.03%
18,255
-1,931
340
$1.03M 0.03%
41,550
+447
341
$1.03M 0.03%
21,746
-6,046
342
$1.03M 0.03%
22,360
+3,087
343
$1.03M 0.03%
12,473
+117
344
$1.03M 0.03%
37,204
-6,590
345
$1.03M 0.03%
557
-96
346
$1.02M 0.03%
3,741
-28
347
$1.02M 0.03%
8,528
+25
348
$1.01M 0.03%
10,357
+205
349
$1.01M 0.03%
2,344
+230
350
$1M 0.03%
13,207
-625
12 13
14
15 16