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
901
$26.4K ﹤0.01%
329
902
$26.4K ﹤0.01%
302
-25
903
$26.4K ﹤0.01%
324
+7
904
$26.3K ﹤0.01%
992
+46
905
$26.1K ﹤0.01%
1,633
+1,547
906
$25.8K ﹤0.01%
1,143
+85
907
$25.8K ﹤0.01%
306
-41
908
$25.6K ﹤0.01%
81
+9
909
$25.5K ﹤0.01%
217
+83
910
$25.5K ﹤0.01%
77
-2
911
$25.4K ﹤0.01%
264
-229
912
$25.3K ﹤0.01%
680
913
$25.2K ﹤0.01%
346
-2
914
$25K ﹤0.01%
4,578
+266
915
$24.9K ﹤0.01%
589
-202
916
$24.8K ﹤0.01%
345
-131
917
$24.8K ﹤0.01%
234
+11
918
$24.5K ﹤0.01%
372
+8
919
$24.2K ﹤0.01%
+452
920
$24.1K ﹤0.01%
425
921
$24K ﹤0.01%
335
+12
922
$24K ﹤0.01%
2,653
-13
923
$23.9K ﹤0.01%
392
+39
924
$23.7K ﹤0.01%
470
+16
925
$23.2K ﹤0.01%
531
35 36
37
38 39