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
851
$37.3K ﹤0.01%
3,722
-1,758
852
$37.2K ﹤0.01%
867
+294
853
$37.2K ﹤0.01%
377
+5
854
$36.8K ﹤0.01%
510
+139
855
$36.4K ﹤0.01%
940
-17,293
856
$36.1K ﹤0.01%
234
-2,350
857
$36.1K ﹤0.01%
882
858
$35.8K ﹤0.01%
709
+133
859
$35.7K ﹤0.01%
1,045
-1,317
860
$35.6K ﹤0.01%
1,250
+64
861
$34K ﹤0.01%
883
862
$33.9K ﹤0.01%
1,772
-405
863
$33.7K ﹤0.01%
302
-4
864
$33.7K ﹤0.01%
493
+60
865
$33.5K ﹤0.01%
+521
866
$33.5K ﹤0.01%
462
-244
867
$33.5K ﹤0.01%
770
868
$33.4K ﹤0.01%
247
-1
869
$32.9K ﹤0.01%
428
+382
870
$32.8K ﹤0.01%
205
+74
871
$32.4K ﹤0.01%
718
-39
872
$32.3K ﹤0.01%
1,188
-15,178
873
$32.1K ﹤0.01%
95
+18
874
$31.9K ﹤0.01%
209
-116
875
$31.9K ﹤0.01%
959
33 34
35
36 37