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
801
$53.3K ﹤0.01%
330
+76
802
$53K ﹤0.01%
202
-11
803
$53K ﹤0.01%
1,355
+252
804
$52.9K ﹤0.01%
2,490
-1
805
$52.7K ﹤0.01%
1,156
+362
806
$52.3K ﹤0.01%
352
-2
807
$52.2K ﹤0.01%
305
+37
808
$51.3K ﹤0.01%
+3,540
809
$50.9K ﹤0.01%
167
-261
810
$50.5K ﹤0.01%
734
-188
811
$50.1K ﹤0.01%
1,727
-372
812
$49.7K ﹤0.01%
6,583
+281
813
$49.7K ﹤0.01%
310
+72
814
$49.3K ﹤0.01%
1,944
-282
815
$49.2K ﹤0.01%
1,661
-6,673
816
$48.8K ﹤0.01%
330
+109
817
$48.8K ﹤0.01%
343
-4,607
818
$48.4K ﹤0.01%
1,058
-72
819
$48.2K ﹤0.01%
682
+46
820
$47.9K ﹤0.01%
180
-5
821
$47.2K ﹤0.01%
536
+170
822
$46.6K ﹤0.01%
3,000
823
$46.5K ﹤0.01%
1,098
-130
824
$46.1K ﹤0.01%
559
+15
825
$46K ﹤0.01%
685
+8
31 32
33
34 35