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
1201
$1.87K ﹤0.01%
95
-96
1202
$1.84K ﹤0.01%
+76
1203
$1.84K ﹤0.01%
39
+5
1204
$1.81K ﹤0.01%
71
1205
$1.79K ﹤0.01%
206
-597
1206
$1.79K ﹤0.01%
+85
1207
$1.79K ﹤0.01%
+39
1208
$1.78K ﹤0.01%
3
+1
1209
$1.76K ﹤0.01%
+45
1210
$1.75K ﹤0.01%
+39
1211
$1.72K ﹤0.01%
+16
1212
$1.68K ﹤0.01%
9
1213
$1.68K ﹤0.01%
+28
1214
$1.68K ﹤0.01%
+40
1215
$1.66K ﹤0.01%
+10
1216
$1.66K ﹤0.01%
42
1217
$1.65K ﹤0.01%
93
1218
$1.64K ﹤0.01%
12
-40
1219
$1.64K ﹤0.01%
71
1220
$1.63K ﹤0.01%
+14
1221
$1.62K ﹤0.01%
+17
1222
$1.61K ﹤0.01%
100
-1
1223
$1.61K ﹤0.01%
+48
1224
$1.59K ﹤0.01%
+61
1225
$1.59K ﹤0.01%
+45
47 48
49
50 51