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
426
$547K 0.02%
11,878
+37
427
$537K 0.01%
4,832
-2,240
428
$536K 0.01%
2,684
+1,530
429
$535K 0.01%
5,390
+4,077
430
$532K 0.01%
2,006
-77
431
$532K 0.01%
8,239
+6,739
432
$530K 0.01%
2,340
+8
433
$528K 0.01%
9,581
+161
434
$525K 0.01%
6,766
+2,215
435
$521K 0.01%
7,300
-9,672
436
$516K 0.01%
6,000
+9
437
$515K 0.01%
3,022
+218
438
$513K 0.01%
+3,171
439
$511K 0.01%
9,590
+8,483
440
$510K 0.01%
1,900
-258
441
$503K 0.01%
2,646
+476
442
$501K 0.01%
5,258
+2,185
443
$501K 0.01%
1,938
+413
444
$489K 0.01%
15,769
+14,384
445
$487K 0.01%
12,868
+1,031
446
$480K 0.01%
8,745
+1,784
447
$478K 0.01%
12,944
+2,950
448
$477K 0.01%
8,510
+352
449
$467K 0.01%
3,996
-2,292
450
$466K 0.01%
6,877
+454
16 17
18
19 20