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
1226
$1.59K ﹤0.01%
+11
1227
$1.59K ﹤0.01%
55
-32
1228
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19
+1
1229
$1.58K ﹤0.01%
+23
1230
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+15
1231
$1.55K ﹤0.01%
250
-23,286
1232
$1.53K ﹤0.01%
15
-247
1233
$1.52K ﹤0.01%
+72
1234
$1.51K ﹤0.01%
+41
1235
$1.49K ﹤0.01%
59
+9
1236
$1.48K ﹤0.01%
52
1237
$1.47K ﹤0.01%
53
1238
$1.43K ﹤0.01%
4
1239
$1.43K ﹤0.01%
+25
1240
$1.43K ﹤0.01%
16
1241
$1.43K ﹤0.01%
+55
1242
$1.42K ﹤0.01%
+50
1243
$1.42K ﹤0.01%
+20
1244
$1.42K ﹤0.01%
+19
1245
$1.41K ﹤0.01%
+16
1246
$1.41K ﹤0.01%
+47
1247
$1.41K ﹤0.01%
112
+6
1248
$1.41K ﹤0.01%
+27
1249
$1.39K ﹤0.01%
125
1250
$1.38K ﹤0.01%
39
-156
48 49
50
51 52