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
126
$4.11M 0.11%
40,776
+1,569
127
$4.11M 0.11%
19,894
+2,103
128
$4.03M 0.11%
26,848
+650
129
$4.02M 0.11%
19,953
+188
130
$4M 0.11%
16,091
-1,555
131
$3.98M 0.11%
46,732
+4,080
132
$3.95M 0.11%
12,066
-526
133
$3.93M 0.11%
13,210
-383
134
$3.91M 0.11%
129,847
+17,679
135
$3.89M 0.11%
85,956
-927
136
$3.87M 0.11%
59,073
-9,677
137
$3.84M 0.11%
11,390
+472
138
$3.78M 0.1%
53,336
+2,022
139
$3.76M 0.1%
7,550
+1,332
140
$3.76M 0.1%
6,116
-2,060
141
$3.72M 0.1%
17,590
+2,059
142
$3.72M 0.1%
13,822
-1
143
$3.71M 0.1%
113,791
+9,071
144
$3.71M 0.1%
11,878
+8,101
145
$3.69M 0.1%
130,632
-43,614
146
$3.68M 0.1%
59,846
+3,693
147
$3.64M 0.1%
164,825
+653
148
$3.51M 0.1%
31,957
+18,788
149
$3.5M 0.1%
+21,094
150
$3.48M 0.1%
15,033
+471
4 5
6
7 8