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
976
$14.7K ﹤0.01%
484
977
$14.5K ﹤0.01%
255
-87
978
$14.3K ﹤0.01%
146
+33
979
$14.2K ﹤0.01%
2,590
-108
980
$14.1K ﹤0.01%
154
-146
981
$14.1K ﹤0.01%
102
-6
982
$13.7K ﹤0.01%
+149
983
$13.5K ﹤0.01%
2,560
+2,170
984
$13.5K ﹤0.01%
102
-45
985
$13.3K ﹤0.01%
248
-202
986
$13.2K ﹤0.01%
230
+44
987
$12.9K ﹤0.01%
42
-4
988
$12.8K ﹤0.01%
+284
989
$12.8K ﹤0.01%
250
+5
990
$12.7K ﹤0.01%
167
-3
991
$12.4K ﹤0.01%
210
-477
992
$12.3K ﹤0.01%
538
+10
993
$12.2K ﹤0.01%
+629
994
$12.2K ﹤0.01%
206
+70
995
$12.1K ﹤0.01%
314
-95
996
$12K ﹤0.01%
61
-22
997
$12K ﹤0.01%
516
-623
998
$12K ﹤0.01%
183
-16
999
$11.7K ﹤0.01%
1,009
-943
1000
$11.7K ﹤0.01%
157
+23
38 39
40
41 42