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
1001
$11.7K ﹤0.01%
636
-19
1002
$11.6K ﹤0.01%
321
+63
1003
$11.4K ﹤0.01%
412
1004
$11.4K ﹤0.01%
266
+226
1005
$11.4K ﹤0.01%
341
+51
1006
$11K ﹤0.01%
93
-6
1007
$11K ﹤0.01%
759
-56
1008
$10.8K ﹤0.01%
118
1009
$10.6K ﹤0.01%
1,445
+283
1010
$10.5K ﹤0.01%
760
1011
$10.4K ﹤0.01%
+146
1012
$10.4K ﹤0.01%
85
-55
1013
$10.4K ﹤0.01%
226
1014
$10.4K ﹤0.01%
389
-271
1015
$10.2K ﹤0.01%
61
+24
1016
$10K ﹤0.01%
352
1017
$9.97K ﹤0.01%
+376
1018
$9.82K ﹤0.01%
90
-5
1019
$9.78K ﹤0.01%
245
-42
1020
$9.56K ﹤0.01%
198
+130
1021
$9.52K ﹤0.01%
44
+32
1022
$9.52K ﹤0.01%
91
-203
1023
$9.37K ﹤0.01%
367
+82
1024
$9.11K ﹤0.01%
138
+66
1025
$8.89K ﹤0.01%
396
+96
39 40
41
42 43