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
1051
$6.72K ﹤0.01%
176
1052
$6.63K ﹤0.01%
5
+2
1053
$6.59K ﹤0.01%
49
1054
$6.48K ﹤0.01%
+319
1055
$6.43K ﹤0.01%
27
+15
1056
$6.31K ﹤0.01%
280
-19,781
1057
$6.29K ﹤0.01%
+132
1058
$6.13K ﹤0.01%
18
-51
1059
$6.04K ﹤0.01%
213
+176
1060
$6.02K ﹤0.01%
899
+266
1061
$6K ﹤0.01%
172
1062
$5.97K ﹤0.01%
401
+25
1063
$5.87K ﹤0.01%
74
-239
1064
$5.84K ﹤0.01%
29
+11
1065
$5.82K ﹤0.01%
45
+19
1066
$5.81K ﹤0.01%
29
+6
1067
$5.68K ﹤0.01%
336
1068
$5.62K ﹤0.01%
103
-5,729
1069
$5.62K ﹤0.01%
21
+17
1070
$5.6K ﹤0.01%
23
+3
1071
$5.58K ﹤0.01%
205
-99
1072
$5.5K ﹤0.01%
37
+14
1073
$5.46K ﹤0.01%
265
1074
$5.39K ﹤0.01%
42
+15
1075
$5.35K ﹤0.01%
244
-15
41 42
43
44 45