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
576
$229K 0.01%
447
-430
577
$226K 0.01%
29,069
-2,163
578
$224K 0.01%
2,119
+387
579
$224K 0.01%
2,223
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580
$224K 0.01%
1,994
+474
581
$224K 0.01%
2,374
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582
$222K 0.01%
58,241
+39,302
583
$219K 0.01%
1,679
+677
584
$216K 0.01%
5,461
585
$213K 0.01%
1,886
+3
586
$211K 0.01%
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-36
587
$211K 0.01%
3,940
-719
588
$210K 0.01%
2,857
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589
$210K 0.01%
1,149
-77
590
$209K 0.01%
790
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$206K 0.01%
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592
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594
$201K 0.01%
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595
$201K 0.01%
11,021
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596
$201K 0.01%
2,991
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597
$200K 0.01%
963
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598
$199K 0.01%
1,392
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599
$197K 0.01%
4,079
+2,831
600
$197K 0.01%
+890
22 23
24
25 26