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
501
$354K 0.01%
13,174
-626
502
$353K 0.01%
17,454
+7,029
503
$346K 0.01%
10,433
+3,754
504
$340K 0.01%
33,051
+4,588
505
$340K 0.01%
3,720
+463
506
$339K 0.01%
2,376
-170
507
$337K 0.01%
3,051
+703
508
$336K 0.01%
3,838
-261
509
$335K 0.01%
4,073
+3,910
510
$330K 0.01%
27,719
+2,835
511
$329K 0.01%
4,033
-27
512
$329K 0.01%
2,092
-205
513
$328K 0.01%
7,137
+1,825
514
$324K 0.01%
9,764
-910
515
$324K 0.01%
14,921
+70
516
$321K 0.01%
2,795
-1,924
517
$320K 0.01%
1,444
+161
518
$317K 0.01%
3,591
+255
519
$317K 0.01%
898
+47
520
$316K 0.01%
7,019
-9,490
521
$315K 0.01%
1,895
+300
522
$311K 0.01%
7,087
+3
523
$310K 0.01%
3,065
+580
524
$310K 0.01%
5,043
-282
525
$310K 0.01%
9,931
+2,759
19 20
21
22 23