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
551
$255K 0.01%
1,453
+437
552
$255K 0.01%
4,239
+162
553
$253K 0.01%
11,159
-951
554
$253K 0.01%
2,380
+568
555
$253K 0.01%
214
+11
556
$253K 0.01%
+2,651
557
$251K 0.01%
2,456
+2,184
558
$251K 0.01%
9,865
+4,457
559
$250K 0.01%
1,264
+215
560
$250K 0.01%
1,239
-27
561
$250K 0.01%
17,419
+3,840
562
$248K 0.01%
1,382
+442
563
$248K 0.01%
1,099
+82
564
$247K 0.01%
3,655
+574
565
$243K 0.01%
2,589
-121
566
$242K 0.01%
2,752
-261
567
$241K 0.01%
2,873
+2,431
568
$240K 0.01%
6,362
-62
569
$240K 0.01%
6,867
+2,486
570
$239K 0.01%
9,565
+1,135
571
$236K 0.01%
2,929
+233
572
$235K 0.01%
3,879
+3,126
573
$234K 0.01%
5,141
-59,584
574
$233K 0.01%
3,709
+1,107
575
$231K 0.01%
2,303
+457
21 22
23
24 25