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
776
$60.8K ﹤0.01%
509
-8
777
$60.8K ﹤0.01%
522
-1,784
778
$60.4K ﹤0.01%
1,166
779
$60.1K ﹤0.01%
143
-349
780
$59.9K ﹤0.01%
2,007
781
$59.7K ﹤0.01%
31
782
$59.5K ﹤0.01%
536
+62
783
$59.1K ﹤0.01%
264
-31
784
$59K ﹤0.01%
561
+92
785
$58.4K ﹤0.01%
1,104
-14
786
$58.2K ﹤0.01%
1,901
-10,867
787
$58.2K ﹤0.01%
+998
788
$57.6K ﹤0.01%
1,960
789
$57.5K ﹤0.01%
300
790
$57.4K ﹤0.01%
291
791
$57.2K ﹤0.01%
2,002
+521
792
$57K ﹤0.01%
+306
793
$56.5K ﹤0.01%
766
-40
794
$56.3K ﹤0.01%
936
795
$56K ﹤0.01%
4,109
+176
796
$55.5K ﹤0.01%
438
-13
797
$55.2K ﹤0.01%
1,538
+254
798
$55.2K ﹤0.01%
725
799
$54.7K ﹤0.01%
3,603
+20
800
$54K ﹤0.01%
871
-303
30 31
32
33 34