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
1276
$1.15K ﹤0.01%
37
+12
1277
$1.15K ﹤0.01%
3
1278
$1.11K ﹤0.01%
6
-72
1279
$1.11K ﹤0.01%
+10
1280
$1.1K ﹤0.01%
+36
1281
$1.08K ﹤0.01%
+50
1282
$1.08K ﹤0.01%
70
-8
1283
$1.07K ﹤0.01%
+31
1284
$1.07K ﹤0.01%
14
+2
1285
$1.06K ﹤0.01%
22
1286
$1.06K ﹤0.01%
10
1287
$1.05K ﹤0.01%
6
+1
1288
$1.05K ﹤0.01%
+36
1289
$1.04K ﹤0.01%
+38
1290
$1.02K ﹤0.01%
+9
1291
$1.02K ﹤0.01%
+126
1292
$1K ﹤0.01%
33
1293
$993 ﹤0.01%
22
1294
$951 ﹤0.01%
42
1295
$935 ﹤0.01%
30
1296
$925 ﹤0.01%
+28
1297
$924 ﹤0.01%
+23
1298
$918 ﹤0.01%
+13
1299
$918 ﹤0.01%
11
1300
$916 ﹤0.01%
+29
50 51
52
53 54