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
726
$83.9K ﹤0.01%
476
-475
727
$83.7K ﹤0.01%
6,735
728
$83K ﹤0.01%
477
+12
729
$81.7K ﹤0.01%
+1,088
730
$81.4K ﹤0.01%
138
-98
731
$80.7K ﹤0.01%
265
-150
732
$80.5K ﹤0.01%
127
-44
733
$80.2K ﹤0.01%
917
-115
734
$80K ﹤0.01%
1,295
-5,820
735
$79.9K ﹤0.01%
1,492
-1,216
736
$78.9K ﹤0.01%
2,014
-68
737
$78.7K ﹤0.01%
1,366
+52
738
$78.3K ﹤0.01%
739
-9
739
$78K ﹤0.01%
698
-367
740
$77.8K ﹤0.01%
476
+308
741
$77.1K ﹤0.01%
1,496
-367
742
$76.9K ﹤0.01%
942
743
$76.2K ﹤0.01%
1,358
+633
744
$76.2K ﹤0.01%
16,813
+8,814
745
$76.1K ﹤0.01%
1,829
+1,186
746
$75.1K ﹤0.01%
429
-139
747
$74.9K ﹤0.01%
163
-33
748
$74.8K ﹤0.01%
2,557
-1,119
749
$74.6K ﹤0.01%
3,761
750
$74.4K ﹤0.01%
1,066
-6
28 29
30
31 32