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
601
$196K 0.01%
198
-19
602
$194K 0.01%
1,324
+680
603
$194K 0.01%
4,116
+1,095
604
$194K 0.01%
1,134
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605
$193K 0.01%
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606
$193K 0.01%
2,699
-7,830
607
$192K 0.01%
6,308
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608
$190K 0.01%
918
+19
609
$190K 0.01%
923
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610
$189K 0.01%
5,747
+996
611
$188K 0.01%
1,670
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612
$186K 0.01%
1,346
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613
$186K 0.01%
13,626
-4,319
614
$185K 0.01%
2,632
-270
615
$184K 0.01%
5,322
-190
616
$183K 0.01%
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617
$183K 0.01%
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618
$182K 0.01%
3,650
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619
$181K 0.01%
1,478
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620
$180K 0.01%
1,524
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621
$180K 0.01%
3,022
-835
622
$180K 0.01%
6,141
+3,253
623
$180K ﹤0.01%
1,840
624
$180K ﹤0.01%
7,663
+2,780
625
$180K ﹤0.01%
3,423
+482
23 24
25
26 27