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
626
$179K ﹤0.01%
1,006
+34
627
$179K ﹤0.01%
2,683
-143
628
$178K ﹤0.01%
2,852
+167
629
$177K ﹤0.01%
9,970
+1,974
630
$176K ﹤0.01%
379
+28
631
$176K ﹤0.01%
2,141
-18
632
$176K ﹤0.01%
1,225
+169
633
$176K ﹤0.01%
1,751
+324
634
$172K ﹤0.01%
1,346
+503
635
$170K ﹤0.01%
2,959
+1,697
636
$168K ﹤0.01%
397
-16
637
$168K ﹤0.01%
13,020
+2,100
638
$168K ﹤0.01%
767
+4
639
$167K ﹤0.01%
1,594
+798
640
$167K ﹤0.01%
1,389
+376
641
$167K ﹤0.01%
205
-10
642
$164K ﹤0.01%
950
+180
643
$163K ﹤0.01%
118
-9
644
$163K ﹤0.01%
1,279
+162
645
$162K ﹤0.01%
2,058
646
$161K ﹤0.01%
2,765
-1,171
647
$158K ﹤0.01%
8,067
-3,481
648
$158K ﹤0.01%
938
+133
649
$157K ﹤0.01%
3,545
+476
650
$154K ﹤0.01%
3,782
-14
24 25
26
27 28