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
76
$7.51M 0.21%
24,113
+1,475
77
$7.36M 0.2%
103,844
+4,371
78
$7.36M 0.2%
78,920
+27,830
79
$7.27M 0.2%
234,479
-29,136
80
$7.23M 0.2%
82,352
+3,043
81
$7.22M 0.2%
100,794
+21,178
82
$7.16M 0.2%
67,807
+17,636
83
$7.04M 0.19%
82,377
+4,474
84
$7.04M 0.19%
19,203
+232
85
$7.02M 0.19%
52,282
+3,355
86
$7.02M 0.19%
78,174
+9,258
87
$6.94M 0.19%
62,832
-18,749
88
$6.75M 0.19%
14,504
+713
89
$6.75M 0.19%
19,548
-188
90
$6.49M 0.18%
12,400
-6,559
91
$6.41M 0.18%
103,804
+6,647
92
$6.3M 0.17%
49,572
+9,424
93
$6.3M 0.17%
51,629
+1,808
94
$6.18M 0.17%
148,208
+10,065
95
$6.18M 0.17%
52,000
+10,647
96
$6.02M 0.17%
108,510
+15,477
97
$6.01M 0.17%
38,490
+5,013
98
$5.98M 0.16%
38,738
-4,146
99
$5.59M 0.15%
42,170
+2,780
100
$5.53M 0.15%
31,476
+998
2 3
4
5 6