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
176
$2.96M 0.08%
99,982
+24,030
177
$2.93M 0.08%
41,117
-2,341
178
$2.91M 0.08%
9,545
+5,776
179
$2.91M 0.08%
20,079
+3,987
180
$2.89M 0.08%
40,743
+1,868
181
$2.84M 0.08%
13,847
-2,611
182
$2.79M 0.08%
28,252
+5,958
183
$2.78M 0.08%
39,447
+9,630
184
$2.74M 0.08%
2,901
+96
185
$2.74M 0.08%
46,064
+1,613
186
$2.72M 0.08%
75,440
+7,286
187
$2.67M 0.07%
12,593
+2,731
188
$2.66M 0.07%
7,887
+577
189
$2.62M 0.07%
55,516
-8,963
190
$2.61M 0.07%
20,980
-6,767
191
$2.6M 0.07%
10,672
-80
192
$2.54M 0.07%
5,691
-3,918
193
$2.53M 0.07%
27,484
+1,083
194
$2.51M 0.07%
50,614
+6,988
195
$2.46M 0.07%
4,842
-140
196
$2.44M 0.07%
7,888
+875
197
$2.41M 0.07%
3,972
+2,559
198
$2.37M 0.07%
19,384
+2,907
199
$2.34M 0.06%
43,391
-1,283
200
$2.34M 0.06%
6,774
+644
6 7
8
9 10