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
876
$31.8K ﹤0.01%
229
+59
877
$31.6K ﹤0.01%
659
-668
878
$31.6K ﹤0.01%
1,212
+362
879
$31.5K ﹤0.01%
1,019
+14
880
$31.4K ﹤0.01%
1,311
+491
881
$31.2K ﹤0.01%
142
+6
882
$30.8K ﹤0.01%
209
-28
883
$30.1K ﹤0.01%
95
-1,529
884
$30.1K ﹤0.01%
376
-38
885
$30.1K ﹤0.01%
1,015
886
$29.8K ﹤0.01%
351
-38
887
$29.7K ﹤0.01%
236
+1
888
$29.4K ﹤0.01%
1,877
+342
889
$29.4K ﹤0.01%
378
+159
890
$29K ﹤0.01%
863
-146
891
$28.6K ﹤0.01%
2,306
-596
892
$28.2K ﹤0.01%
2,470
+418
893
$27.8K ﹤0.01%
468
894
$27.7K ﹤0.01%
545
+213
895
$27.7K ﹤0.01%
162
896
$27.5K ﹤0.01%
509
-3
897
$27.5K ﹤0.01%
341
+61
898
$27K ﹤0.01%
1,001
-161
899
$26.7K ﹤0.01%
708
+523
900
$26.6K ﹤0.01%
544
34 35
36
37 38