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
651
$152K ﹤0.01%
2,122
+1,488
652
$152K ﹤0.01%
8,377
+1,483
653
$151K ﹤0.01%
4,589
+807
654
$151K ﹤0.01%
956
+256
655
$151K ﹤0.01%
733
+92
656
$150K ﹤0.01%
6,536
-3,412
657
$149K ﹤0.01%
10,400
+6,624
658
$148K ﹤0.01%
856
-399
659
$147K ﹤0.01%
2,750
-828
660
$146K ﹤0.01%
2,455
+1,338
661
$145K ﹤0.01%
4,071
+328
662
$145K ﹤0.01%
1,302
+546
663
$141K ﹤0.01%
14,683
+4,361
664
$140K ﹤0.01%
1,103
-65
665
$139K ﹤0.01%
5,729
+4,953
666
$137K ﹤0.01%
5,131
+3,718
667
$136K ﹤0.01%
3,334
+562
668
$136K ﹤0.01%
2,499
+131
669
$133K ﹤0.01%
8,228
+144
670
$129K ﹤0.01%
66
671
$129K ﹤0.01%
2,336
-34
672
$129K ﹤0.01%
540
-35
673
$128K ﹤0.01%
2,124
+373
674
$128K ﹤0.01%
1,138
+215
675
$128K ﹤0.01%
853
+131
25 26
27
28 29