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
1176
$2.3K ﹤0.01%
170
1177
$2.27K ﹤0.01%
250
1178
$2.25K ﹤0.01%
+39
1179
$2.18K ﹤0.01%
72
+15
1180
$2.17K ﹤0.01%
266
1181
$2.14K ﹤0.01%
+11
1182
$2.12K ﹤0.01%
214
1183
$2.11K ﹤0.01%
34
+14
1184
$2.11K ﹤0.01%
96
1185
$2.1K ﹤0.01%
29
+6
1186
$2.08K ﹤0.01%
78
1187
$2.07K ﹤0.01%
180
1188
$2.07K ﹤0.01%
11
+4
1189
$2.04K ﹤0.01%
154
+34
1190
$2.01K ﹤0.01%
30
1191
$2.01K ﹤0.01%
65
-16
1192
$1.98K ﹤0.01%
+8
1193
$1.98K ﹤0.01%
16
+3
1194
$1.97K ﹤0.01%
10
+2
1195
$1.96K ﹤0.01%
+23
1196
$1.95K ﹤0.01%
72
1197
$1.93K ﹤0.01%
20
1198
$1.91K ﹤0.01%
+25
1199
$1.91K ﹤0.01%
+30
1200
$1.89K ﹤0.01%
76
46 47
48
49 50