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
751
$73.2K ﹤0.01%
716
+36
752
$71.5K ﹤0.01%
338
753
$71.1K ﹤0.01%
3,739
+1,446
754
$71K ﹤0.01%
630
+606
755
$70.6K ﹤0.01%
461
-8
756
$70.6K ﹤0.01%
1,844
+304
757
$70K ﹤0.01%
661
+189
758
$69.8K ﹤0.01%
2,252
+204
759
$69.7K ﹤0.01%
1,671
-860
760
$69.3K ﹤0.01%
575
+195
761
$68.6K ﹤0.01%
704
-63
762
$68.2K ﹤0.01%
1,855
+300
763
$68.1K ﹤0.01%
4,261
-69
764
$66.8K ﹤0.01%
1,796
+850
765
$66.4K ﹤0.01%
488
+14
766
$65.9K ﹤0.01%
1,499
-74
767
$65.9K ﹤0.01%
514
+334
768
$65.2K ﹤0.01%
818
769
$64.9K ﹤0.01%
+631
770
$64K ﹤0.01%
4,138
+3,690
771
$63.4K ﹤0.01%
1,057
+54
772
$62.7K ﹤0.01%
259
+35
773
$62.5K ﹤0.01%
4,783
774
$62.4K ﹤0.01%
567
-487
775
$61.8K ﹤0.01%
288
-58
29 30
31
32 33