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
951
$17.8K ﹤0.01%
1,560
+23
952
$17.7K ﹤0.01%
39
+6
953
$17.7K ﹤0.01%
227
-34
954
$17.6K ﹤0.01%
414
-13
955
$17.3K ﹤0.01%
138
956
$17.2K ﹤0.01%
518
+146
957
$17.1K ﹤0.01%
102
+5
958
$16.9K ﹤0.01%
207
+3
959
$16.8K ﹤0.01%
285
-30
960
$16.6K ﹤0.01%
595
-23,921
961
$16.3K ﹤0.01%
897
+12
962
$16.2K ﹤0.01%
270
+167
963
$16.1K ﹤0.01%
485
+14
964
$16K ﹤0.01%
762
+80
965
$15.9K ﹤0.01%
144
+65
966
$15.7K ﹤0.01%
322
+124
967
$15.7K ﹤0.01%
249
+12
968
$15.4K ﹤0.01%
133
-298
969
$15.2K ﹤0.01%
646
-326
970
$15.2K ﹤0.01%
103
-4
971
$15.1K ﹤0.01%
245
+58
972
$14.9K ﹤0.01%
41
973
$14.8K ﹤0.01%
100
-109
974
$14.8K ﹤0.01%
34
-23
975
$14.7K ﹤0.01%
288
+34
37 38
39
40 41