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
1151
$2.75K ﹤0.01%
261
-39
1152
$2.75K ﹤0.01%
123
1153
$2.75K ﹤0.01%
35
-14
1154
$2.74K ﹤0.01%
+20
1155
$2.73K ﹤0.01%
+153
1156
$2.69K ﹤0.01%
113
1157
$2.69K ﹤0.01%
96
+20
1158
$2.66K ﹤0.01%
32
+12
1159
$2.65K ﹤0.01%
+50
1160
$2.62K ﹤0.01%
67
+21
1161
$2.62K ﹤0.01%
+122
1162
$2.62K ﹤0.01%
+29
1163
$2.62K ﹤0.01%
+16
1164
$2.6K ﹤0.01%
27
1165
$2.6K ﹤0.01%
15
1166
$2.58K ﹤0.01%
51
+11
1167
$2.57K ﹤0.01%
44
+9
1168
$2.51K ﹤0.01%
66
1169
$2.51K ﹤0.01%
42
+22
1170
$2.48K ﹤0.01%
199
+24
1171
$2.45K ﹤0.01%
+55
1172
$2.44K ﹤0.01%
+265
1173
$2.38K ﹤0.01%
+48
1174
$2.34K ﹤0.01%
+63
1175
$2.33K ﹤0.01%
105
45 46
47
48 49