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
826
$44.7K ﹤0.01%
372
-116
827
$44.2K ﹤0.01%
630
-67
828
$44.1K ﹤0.01%
401
829
$44K ﹤0.01%
120
-53
830
$43.6K ﹤0.01%
869
831
$43.1K ﹤0.01%
117
-2
832
$42.6K ﹤0.01%
828
833
$42.4K ﹤0.01%
73
+18
834
$41.8K ﹤0.01%
81
+2
835
$41.8K ﹤0.01%
551
+28
836
$41.8K ﹤0.01%
606
-140
837
$41.1K ﹤0.01%
235
+9
838
$40.7K ﹤0.01%
443
+5
839
$40.4K ﹤0.01%
1,216
+117
840
$39.8K ﹤0.01%
558
841
$39.5K ﹤0.01%
2,083
-318
842
$39.5K ﹤0.01%
268
-36
843
$39.3K ﹤0.01%
818
+246
844
$38.9K ﹤0.01%
313
+2
845
$38.3K ﹤0.01%
214
-16
846
$38.1K ﹤0.01%
348
+114
847
$38.1K ﹤0.01%
3,548
-119
848
$38K ﹤0.01%
67
+1
849
$37.9K ﹤0.01%
+238
850
$37.6K ﹤0.01%
481
-26
32 33
34
35 36