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
101
$5.44M 0.15%
9,898
-105
102
$5.41M 0.15%
17,267
+1,028
103
$5.35M 0.15%
78,914
+47,649
104
$5.33M 0.15%
22,544
+200
105
$5.32M 0.15%
74,041
-788
106
$5.19M 0.14%
18,878
-912
107
$5.14M 0.14%
30,167
-689
108
$5.09M 0.14%
63,390
+3,258
109
$5.07M 0.14%
45,225
-8,280
110
$4.97M 0.14%
42,317
+2,628
111
$4.94M 0.14%
81,015
-3,442
112
$4.94M 0.14%
111,534
+11,186
113
$4.84M 0.13%
45,927
-96
114
$4.83M 0.13%
41,806
+1,341
115
$4.79M 0.13%
15,356
-547
116
$4.72M 0.13%
43,030
+2,448
117
$4.63M 0.13%
5,607
+169
118
$4.61M 0.13%
4,866
-35
119
$4.58M 0.13%
124,017
-7,804
120
$4.48M 0.12%
70,232
+17,624
121
$4.45M 0.12%
20,167
+15,727
122
$4.41M 0.12%
55,898
-3,809
123
$4.35M 0.12%
103,345
+21,352
124
$4.19M 0.12%
8,650
-124
125
$4.16M 0.11%
35,629
+7,670
3 4
5
6 7