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
451
$464K 0.01%
1,989
+199
452
$462K 0.01%
2,759
+119
453
$459K 0.01%
5,439
+22
454
$457K 0.01%
6,285
+743
455
$457K 0.01%
3,268
-453
456
$456K 0.01%
7,188
+367
457
$456K 0.01%
8,774
+1,501
458
$454K 0.01%
2,523
-6,108
459
$453K 0.01%
2,368
-186
460
$450K 0.01%
22,463
-7,904
461
$443K 0.01%
2,508
+642
462
$439K 0.01%
10,069
+9,623
463
$435K 0.01%
1,536
+473
464
$433K 0.01%
6,277
-989
465
$433K 0.01%
1,901
+112
466
$431K 0.01%
3,066
+204
467
$422K 0.01%
1,141
+55
468
$422K 0.01%
2,029
+65
469
$420K 0.01%
2,479
+2,156
470
$417K 0.01%
13,336
+435
471
$416K 0.01%
11,920
+4,558
472
$414K 0.01%
4,331
+794
473
$413K 0.01%
879
+121
474
$411K 0.01%
8,411
+913
475
$405K 0.01%
29,133
-6,031
17 18
19
20 21