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
1026
$8.88K ﹤0.01%
55
+12
1027
$8.73K ﹤0.01%
225
1028
$8.61K ﹤0.01%
38
-37
1029
$8.47K ﹤0.01%
67
-64
1030
$8.35K ﹤0.01%
246
-873
1031
$8.31K ﹤0.01%
119
1032
$8.16K ﹤0.01%
40
-34
1033
$8.14K ﹤0.01%
241
-38
1034
$8.1K ﹤0.01%
60
1035
$7.7K ﹤0.01%
78
+48
1036
$7.54K ﹤0.01%
94
1037
$7.52K ﹤0.01%
119
+49
1038
$7.51K ﹤0.01%
100
-55
1039
$7.45K ﹤0.01%
387
+33
1040
$7.45K ﹤0.01%
143
-1
1041
$7.38K ﹤0.01%
+243
1042
$7.16K ﹤0.01%
355
1043
$7.08K ﹤0.01%
22
+15
1044
$7.05K ﹤0.01%
49
+15
1045
$6.89K ﹤0.01%
140
+11
1046
$6.86K ﹤0.01%
100
1047
$6.84K ﹤0.01%
127
+11
1048
$6.82K ﹤0.01%
400
-5
1049
$6.75K ﹤0.01%
69
-17
1050
$6.75K ﹤0.01%
+808
40 41
42
43 44