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
1301
$906 ﹤0.01%
9
1302
$898 ﹤0.01%
+13
1303
$895 ﹤0.01%
+7
1304
$860 ﹤0.01%
+25
1305
$840 ﹤0.01%
+116
1306
$838 ﹤0.01%
+108
1307
$836 ﹤0.01%
45
1308
$828 ﹤0.01%
+16
1309
$818 ﹤0.01%
133
-2,806
1310
$796 ﹤0.01%
5
1311
$765 ﹤0.01%
+9
1312
$760 ﹤0.01%
9
-7
1313
$752 ﹤0.01%
+16
1314
$719 ﹤0.01%
+37
1315
$715 ﹤0.01%
+10
1316
$710 ﹤0.01%
+243
1317
$694 ﹤0.01%
59
1318
$691 ﹤0.01%
+77
1319
$688 ﹤0.01%
8
1320
$683 ﹤0.01%
+177
1321
$683 ﹤0.01%
+6
1322
$682 ﹤0.01%
10
-53
1323
$680 ﹤0.01%
+18
1324
$668 ﹤0.01%
+29
1325
$658 ﹤0.01%
9
51 52
53
54 55