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
1251
$1.37K ﹤0.01%
+12
1252
$1.36K ﹤0.01%
+52
1253
$1.35K ﹤0.01%
+20
1254
$1.34K ﹤0.01%
131
+15
1255
$1.33K ﹤0.01%
136
+21
1256
$1.32K ﹤0.01%
+60
1257
$1.3K ﹤0.01%
+59
1258
$1.29K ﹤0.01%
12
1259
$1.29K ﹤0.01%
21
1260
$1.29K ﹤0.01%
17
-4
1261
$1.28K ﹤0.01%
28
1262
$1.27K ﹤0.01%
58
1263
$1.26K ﹤0.01%
16
1264
$1.26K ﹤0.01%
134
+11
1265
$1.25K ﹤0.01%
+31
1266
$1.24K ﹤0.01%
+4
1267
$1.24K ﹤0.01%
+4
1268
$1.24K ﹤0.01%
1
1269
$1.23K ﹤0.01%
+82
1270
$1.22K ﹤0.01%
+8
1271
$1.2K ﹤0.01%
+33
1272
$1.2K ﹤0.01%
11
-47
1273
$1.19K ﹤0.01%
+6
1274
$1.17K ﹤0.01%
+4
1275
$1.16K ﹤0.01%
16
-177
49 50
51
52 53