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
476
$405K 0.01%
6,751
+485
477
$403K 0.01%
10,061
+8,730
478
$401K 0.01%
5,544
+318
479
$398K 0.01%
1,236
+256
480
$393K 0.01%
1,611
+347
481
$391K 0.01%
6,914
-9,434
482
$390K 0.01%
10,061
-3,812
483
$389K 0.01%
813
-37
484
$388K 0.01%
3,521
+54
485
$386K 0.01%
6,053
+1,409
486
$386K 0.01%
4,045
+2,593
487
$381K 0.01%
3,731
+498
488
$380K 0.01%
1,552
-917
489
$379K 0.01%
11,087
-3,016
490
$379K 0.01%
2,223
+74
491
$378K 0.01%
2,956
+210
492
$377K 0.01%
2,583
+42
493
$373K 0.01%
3,777
+815
494
$372K 0.01%
5,579
-16
495
$368K 0.01%
3,082
+200
496
$367K 0.01%
996
+3
497
$360K 0.01%
16,950
+4,824
498
$359K 0.01%
10,280
-25
499
$357K 0.01%
2,726
-198
500
$355K 0.01%
5,410
-75
18 19
20
21 22