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
376
$830K 0.02%
1,468
-2,839
377
$822K 0.02%
47,860
+12,542
378
$811K 0.02%
2,114
-1,032
379
$807K 0.02%
6,740
+403
380
$797K 0.02%
25,584
-892
381
$795K 0.02%
2,281
-157
382
$794K 0.02%
62,947
+17,330
383
$786K 0.02%
7,614
+220
384
$775K 0.02%
1,356
+1,354
385
$775K 0.02%
3,741
+3,339
386
$774K 0.02%
1,524
-86
387
$757K 0.02%
3,054
-230
388
$718K 0.02%
8,987
+1,631
389
$707K 0.02%
2,914
+134
390
$702K 0.02%
57,206
+31,071
391
$699K 0.02%
21,126
-7,193
392
$696K 0.02%
5,573
+2,974
393
$694K 0.02%
19,142
-333
394
$691K 0.02%
23,905
+1,519
395
$685K 0.02%
6,263
+1,503
396
$683K 0.02%
2,713
-6,577
397
$682K 0.02%
23,902
+3,088
398
$670K 0.02%
7,142
+1,846
399
$666K 0.02%
8,747
+6,002
400
$661K 0.02%
7,407
+4,543
14 15
16
17 18