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
676
$126K ﹤0.01%
2,360
+404
677
$126K ﹤0.01%
2,177
+329
678
$123K ﹤0.01%
568
+18
679
$122K ﹤0.01%
458
+125
680
$122K ﹤0.01%
832
+68
681
$120K ﹤0.01%
3,136
+1,539
682
$120K ﹤0.01%
421
+56
683
$120K ﹤0.01%
1,673
684
$119K ﹤0.01%
537
+91
685
$117K ﹤0.01%
5,957
+2,707
686
$116K ﹤0.01%
4,405
-1,378
687
$115K ﹤0.01%
1,797
+203
688
$115K ﹤0.01%
2,077
-651
689
$112K ﹤0.01%
305
+53
690
$112K ﹤0.01%
2,304
-1,681
691
$112K ﹤0.01%
2,213
-2,730
692
$110K ﹤0.01%
3,533
+686
693
$110K ﹤0.01%
1,856
+344
694
$109K ﹤0.01%
2,544
+573
695
$108K ﹤0.01%
1,167
-609
696
$107K ﹤0.01%
+2,601
697
$106K ﹤0.01%
335
-1,083
698
$105K ﹤0.01%
611
+170
699
$105K ﹤0.01%
1,489
-790
700
$104K ﹤0.01%
5,328
+2,616
26 27
28
29 30