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
1076
$5.26K ﹤0.01%
27
1077
$5.25K ﹤0.01%
22
+1
1078
$5.22K ﹤0.01%
215
-51
1079
$5.2K ﹤0.01%
95
-2,726
1080
$5.04K ﹤0.01%
169
+99
1081
$4.96K ﹤0.01%
+186
1082
$4.93K ﹤0.01%
27
-13
1083
$4.92K ﹤0.01%
69
+23
1084
$4.85K ﹤0.01%
76
-258
1085
$4.72K ﹤0.01%
167
+64
1086
$4.71K ﹤0.01%
317
+79
1087
$4.69K ﹤0.01%
97
+29
1088
$4.66K ﹤0.01%
390
-16
1089
$4.61K ﹤0.01%
+197
1090
$4.58K ﹤0.01%
+454
1091
$4.57K ﹤0.01%
55
1092
$4.53K ﹤0.01%
63
-17
1093
$4.51K ﹤0.01%
20
+8
1094
$4.5K ﹤0.01%
2,019
1095
$4.41K ﹤0.01%
66
1096
$4.38K ﹤0.01%
71
+46
1097
$4.38K ﹤0.01%
9
-2
1098
$4.35K ﹤0.01%
330
1099
$4.33K ﹤0.01%
53
+42
1100
$4.32K ﹤0.01%
+15
42 43
44
45 46