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
351
$996K 0.03%
3,020
+69
352
$996K 0.03%
6,791
+383
353
$987K 0.03%
11,887
+466
354
$985K 0.03%
136
+11
355
$985K 0.03%
14,514
-28,641
356
$972K 0.03%
255
-12
357
$952K 0.03%
17,336
-578
358
$950K 0.03%
14,507
+1,104
359
$940K 0.03%
10,690
-321
360
$936K 0.03%
47,098
+7,805
361
$934K 0.03%
1,410
-1,592
362
$928K 0.03%
2,747
+94
363
$918K 0.03%
21,002
-4,616
364
$912K 0.03%
18,829
-9,834
365
$886K 0.02%
13,608
+702
366
$885K 0.02%
30,082
+2,835
367
$883K 0.02%
8,509
+1,262
368
$879K 0.02%
24,350
+4,921
369
$879K 0.02%
6,035
+632
370
$875K 0.02%
1,999
-204
371
$872K 0.02%
5,703
+1,015
372
$868K 0.02%
10,468
+1,777
373
$849K 0.02%
17,036
-681
374
$843K 0.02%
6,574
+788
375
$840K 0.02%
36,287
+8,535
13 14
15
16 17