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
926
$23K ﹤0.01%
2,063
+22
927
$22.9K ﹤0.01%
148
+35
928
$22.7K ﹤0.01%
143
-345
929
$22.6K ﹤0.01%
146
+7
930
$22.5K ﹤0.01%
329
-21
931
$22.5K ﹤0.01%
714
932
$22.2K ﹤0.01%
266
-85
933
$22K ﹤0.01%
341
-23
934
$21.4K ﹤0.01%
406
935
$21.2K ﹤0.01%
670
936
$20.3K ﹤0.01%
112
-92
937
$19.9K ﹤0.01%
491
-180
938
$19.6K ﹤0.01%
1,382
+22
939
$19.4K ﹤0.01%
170
-8
940
$18.9K ﹤0.01%
151
+15
941
$18.8K ﹤0.01%
57
942
$18.8K ﹤0.01%
548
+235
943
$18.7K ﹤0.01%
819
-1
944
$18.5K ﹤0.01%
776
-8
945
$18.5K ﹤0.01%
98
+2
946
$18.4K ﹤0.01%
353
+2
947
$18.4K ﹤0.01%
313
-124
948
$18K ﹤0.01%
+713
949
$17.9K ﹤0.01%
354
+5
950
$17.9K ﹤0.01%
452
+103
36 37
38
39 40