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
1326
$586 ﹤0.01%
+20
1327
$571 ﹤0.01%
11
1328
$548 ﹤0.01%
10
1329
$547 ﹤0.01%
+13
1330
$543 ﹤0.01%
+7
1331
$529 ﹤0.01%
4
-183
1332
$527 ﹤0.01%
8
+4
1333
$520 ﹤0.01%
+64
1334
$516 ﹤0.01%
24
+15
1335
$510 ﹤0.01%
46
1336
$510 ﹤0.01%
+28
1337
$502 ﹤0.01%
+27
1338
$496 ﹤0.01%
+15
1339
$480 ﹤0.01%
+13
1340
$473 ﹤0.01%
27
1341
$472 ﹤0.01%
+20
1342
$470 ﹤0.01%
+5
1343
$469 ﹤0.01%
56
1344
$468 ﹤0.01%
+48
1345
$456 ﹤0.01%
12
-5
1346
$430 ﹤0.01%
+64
1347
$429 ﹤0.01%
+6
1348
$427 ﹤0.01%
+4
1349
$418 ﹤0.01%
+2
1350
$417 ﹤0.01%
+11
52 53
54
55 56