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
1351
$407 ﹤0.01%
+7
1352
$392 ﹤0.01%
11
1353
$355 ﹤0.01%
+3
1354
$352 ﹤0.01%
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1355
$348 ﹤0.01%
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1356
$345 ﹤0.01%
5
-7
1357
$317 ﹤0.01%
8
1358
$313 ﹤0.01%
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1359
$312 ﹤0.01%
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1360
$312 ﹤0.01%
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1361
$308 ﹤0.01%
+17
1362
$296 ﹤0.01%
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1363
$290 ﹤0.01%
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1364
$289 ﹤0.01%
+9
1365
$283 ﹤0.01%
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1366
$280 ﹤0.01%
+20
1367
$270 ﹤0.01%
+1
1368
$269 ﹤0.01%
4
+3
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$262 ﹤0.01%
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1370
$260 ﹤0.01%
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1371
$243 ﹤0.01%
3
1372
$243 ﹤0.01%
1
-91
1373
$243 ﹤0.01%
+18
1374
$235 ﹤0.01%
+13
1375
$226 ﹤0.01%
+19
53 54
55
56 57