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
1101
$4.32K ﹤0.01%
18
+16
1102
$4.31K ﹤0.01%
138
1103
$4.31K ﹤0.01%
85
-3
1104
$4.3K ﹤0.01%
71
+50
1105
$4.27K ﹤0.01%
+27
1106
$4.23K ﹤0.01%
76
+11
1107
$4.2K ﹤0.01%
14
+6
1108
$4.12K ﹤0.01%
45
+18
1109
$4.1K ﹤0.01%
+107
1110
$4.06K ﹤0.01%
66
+13
1111
$4.06K ﹤0.01%
+47
1112
$4.04K ﹤0.01%
+26
1113
$4K ﹤0.01%
14
+6
1114
$3.98K ﹤0.01%
58
1115
$3.95K ﹤0.01%
158
-293
1116
$3.93K ﹤0.01%
49
+13
1117
$3.88K ﹤0.01%
74
+43
1118
$3.84K ﹤0.01%
83
+33
1119
$3.83K ﹤0.01%
38
+25
1120
$3.81K ﹤0.01%
26
1121
$3.78K ﹤0.01%
45
+9
1122
$3.74K ﹤0.01%
402
+35
1123
$3.7K ﹤0.01%
+46
1124
$3.56K ﹤0.01%
+133
1125
$3.51K ﹤0.01%
40
+31
43 44
45
46 47