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
51
$12.9M 0.35%
44,695
+5,176
52
$12.6M 0.35%
131,901
-122
53
$12.2M 0.34%
269,244
+7,994
54
$11.8M 0.33%
248,549
-10,503
55
$11.4M 0.31%
57,028
-3,822
56
$11.2M 0.31%
36,672
+2,577
57
$10.8M 0.3%
146,621
+18,229
58
$10.6M 0.29%
19,388
-376
59
$10.5M 0.29%
62,575
+3,215
60
$10.4M 0.29%
46,985
+6,597
61
$10.4M 0.29%
19,141
+1,175
62
$10.3M 0.28%
61,908
+5,501
63
$10M 0.28%
142,370
+21,563
64
$9.64M 0.27%
27,497
-4,721
65
$9.55M 0.26%
85,435
+17,441
66
$9.43M 0.26%
146,882
+2,234
67
$9.01M 0.25%
200,022
+13,480
68
$8.84M 0.24%
98,425
+40,151
69
$8.64M 0.24%
32,180
+2,796
70
$8.6M 0.24%
203,684
+5,633
71
$8.14M 0.22%
74,537
+4,159
72
$8.01M 0.22%
15,049
-114
73
$7.9M 0.22%
218,436
+34,931
74
$7.57M 0.21%
152,555
+2,955
75
$7.54M 0.21%
314,380
+34,652
1 2
3
4 5