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
151
$3.44M 0.09%
31,544
+1,313
152
$3.43M 0.09%
56,519
-660
153
$3.38M 0.09%
6,832
+2,844
154
$3.34M 0.09%
19,364
+1,030
155
$3.31M 0.09%
12,757
-12,429
156
$3.27M 0.09%
217,798
+4,020
157
$3.24M 0.09%
4,072
-749
158
$3.23M 0.09%
127,653
+29,754
159
$3.23M 0.09%
78,564
+2,579
160
$3.22M 0.09%
63,360
-5,140
161
$3.2M 0.09%
11,298
+504
162
$3.18M 0.09%
5,674
+144
163
$3.13M 0.09%
75,668
-144
164
$3.13M 0.09%
34,122
-2,903
165
$3.11M 0.09%
71,906
+4,861
166
$3.11M 0.09%
11,451
+3,265
167
$3.1M 0.09%
31,640
+3,442
168
$3.1M 0.09%
37,574
+476
169
$3.07M 0.08%
17,978
-9,680
170
$3.07M 0.08%
1,640
+758
171
$3.07M 0.08%
52,837
+6,402
172
$3.05M 0.08%
24,664
-1,547
173
$3.04M 0.08%
11,953
-1,137
174
$3.02M 0.08%
6,225
+8
175
$3.01M 0.08%
119,660
+30,776
5 6
7
8 9