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
401
$661K 0.02%
25,226
+1,488
402
$661K 0.02%
6,660
+1,943
403
$651K 0.02%
42,189
-19,436
404
$649K 0.02%
11,855
+9,390
405
$648K 0.02%
17,796
-3,125
406
$646K 0.02%
5,571
+112
407
$640K 0.02%
1,363
-712
408
$631K 0.02%
3,439
-1,910
409
$627K 0.02%
11,612
+5,491
410
$627K 0.02%
3,903
-786
411
$623K 0.02%
13,835
-4,050
412
$622K 0.02%
10,442
-5,416
413
$622K 0.02%
23,942
+18,812
414
$619K 0.02%
4,776
+2,128
415
$614K 0.02%
5,037
-1,551
416
$608K 0.02%
24,962
+1,340
417
$591K 0.02%
1,123
+81
418
$590K 0.02%
5,738
-1,828
419
$571K 0.02%
11,423
-1,656
420
$568K 0.02%
1,898
+132
421
$566K 0.02%
3,779
-72
422
$562K 0.02%
2,125
-339
423
$560K 0.02%
2,125
+482
424
$557K 0.02%
4,504
-27
425
$552K 0.02%
30,566
-69
15 16
17
18 19