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
1376
$223 ﹤0.01%
+9
1377
$205 ﹤0.01%
+34
1378
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+5
1379
$204 ﹤0.01%
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1380
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1
-6
1381
$182 ﹤0.01%
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1382
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$175 ﹤0.01%
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1384
$160 ﹤0.01%
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1385
$157 ﹤0.01%
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1386
$157 ﹤0.01%
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1387
$138 ﹤0.01%
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1388
$137 ﹤0.01%
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1389
$131 ﹤0.01%
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1390
$130 ﹤0.01%
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1391
$129 ﹤0.01%
+1
1392
$128 ﹤0.01%
10
1393
$128 ﹤0.01%
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1394
$127 ﹤0.01%
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-25
1395
$105 ﹤0.01%
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$100 ﹤0.01%
+1
1397
$99 ﹤0.01%
+4
1398
$77 ﹤0.01%
+25
1399
$74 ﹤0.01%
1
1400
$73 ﹤0.01%
+3
54 55
56
57 58