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
526
$307K 0.01%
2,716
+741
527
$307K 0.01%
1,974
+1,932
528
$305K 0.01%
1,543
+314
529
$299K 0.01%
1,718
+601
530
$297K 0.01%
4,265
-3,713
531
$296K 0.01%
4,926
+533
532
$296K 0.01%
1,931
+390
533
$296K 0.01%
3,144
-1,308
534
$295K 0.01%
3,516
+1,261
535
$294K 0.01%
4,916
+1,260
536
$291K 0.01%
+2,346
537
$285K 0.01%
32,509
+3,062
538
$283K 0.01%
9,680
+800
539
$281K 0.01%
1,990
-392
540
$280K 0.01%
1,989
-24
541
$278K 0.01%
5,574
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542
$277K 0.01%
1,048
-542
543
$275K 0.01%
7,109
+4,383
544
$273K 0.01%
2,739
+570
545
$273K 0.01%
1,521
+178
546
$273K 0.01%
1,101
+14
547
$268K 0.01%
1,676
-12,530
548
$260K 0.01%
2,669
+59
549
$259K 0.01%
2,524
+460
550
$256K 0.01%
1,940
+401
20 21
22
23 24