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
1126
$3.51K ﹤0.01%
+23
1127
$3.5K ﹤0.01%
+48
1128
$3.5K ﹤0.01%
16
+2
1129
$3.48K ﹤0.01%
97
-16
1130
$3.38K ﹤0.01%
80
-103
1131
$3.34K ﹤0.01%
50
1132
$3.32K ﹤0.01%
31
+14
1133
$3.31K ﹤0.01%
26
-160
1134
$3.29K ﹤0.01%
181
-123
1135
$3.23K ﹤0.01%
+27
1136
$3.22K ﹤0.01%
93
1137
$3.22K ﹤0.01%
64
-8
1138
$3.07K ﹤0.01%
+49
1139
$3.05K ﹤0.01%
23
+11
1140
$3.05K ﹤0.01%
+80
1141
$3.03K ﹤0.01%
+31
1142
$3.02K ﹤0.01%
+92
1143
$2.98K ﹤0.01%
100
+44
1144
$2.97K ﹤0.01%
38
+27
1145
$2.97K ﹤0.01%
42
+26
1146
$2.94K ﹤0.01%
+41
1147
$2.91K ﹤0.01%
28
+27
1148
$2.84K ﹤0.01%
67
+3
1149
$2.84K ﹤0.01%
86
+39
1150
$2.82K ﹤0.01%
19
44 45
46
47 48