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
701
$103K ﹤0.01%
3,579
-137
702
$103K ﹤0.01%
1,668
703
$103K ﹤0.01%
911
+768
704
$103K ﹤0.01%
914
+319
705
$103K ﹤0.01%
1,298
-134
706
$102K ﹤0.01%
1,032
+41
707
$102K ﹤0.01%
618
+18
708
$102K ﹤0.01%
517
-251
709
$100K ﹤0.01%
5,158
+2,287
710
$100K ﹤0.01%
3,305
+1,015
711
$98.5K ﹤0.01%
2,404
-49
712
$96.6K ﹤0.01%
1,691
713
$94.5K ﹤0.01%
1,746
714
$92.1K ﹤0.01%
495
715
$91.7K ﹤0.01%
2,920
+204
716
$90.9K ﹤0.01%
6,762
+634
717
$89.6K ﹤0.01%
1,136
-47
718
$89.2K ﹤0.01%
3,570
+954
719
$88.3K ﹤0.01%
421
+228
720
$87.2K ﹤0.01%
2,250
-512
721
$85.9K ﹤0.01%
1,740
-254
722
$85.4K ﹤0.01%
2,413
+426
723
$85.4K ﹤0.01%
5,782
+872
724
$85.3K ﹤0.01%
1,373
-26
725
$84.9K ﹤0.01%
2,962
+585
27 28
29
30 31