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
26
$27.9M 0.77%
75,267
-1,061
27
$26.5M 0.73%
244,638
+6,542
28
$26.1M 0.72%
117,650
+2,738
29
$24.7M 0.68%
42,782
+2,149
30
$23.9M 0.66%
257,609
-64,020
31
$23.9M 0.66%
853,767
+37,014
32
$23.4M 0.65%
95,472
+1,085
33
$21.9M 0.6%
375,378
-12,330
34
$21.5M 0.59%
197,568
+12,844
35
$20.6M 0.57%
109,262
-38,673
36
$20.1M 0.55%
245,377
+444
37
$18.9M 0.52%
99,272
-6,866
38
$18.5M 0.51%
236,042
+1,027
39
$18.1M 0.5%
114,036
+1,876
40
$16.6M 0.46%
178,755
+32,567
41
$16.5M 0.46%
78,953
+10,609
42
$16M 0.44%
173,466
-8,861
43
$16M 0.44%
637,150
+175,621
44
$15.7M 0.43%
150,279
+961
45
$15.2M 0.42%
98,471
-3,429
46
$14.2M 0.39%
151,520
+11,954
47
$14.2M 0.39%
54,842
+6,686
48
$13.7M 0.38%
178,677
-2,300
49
$13.5M 0.37%
99,275
-15,808
50
$13M 0.36%
77,968
+4,154
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