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
1401
$61 ﹤0.01%
1
1402
$60 ﹤0.01%
1
1403
$56 ﹤0.01%
+4
1404
$55 ﹤0.01%
1
1405
$52 ﹤0.01%
2
1406
$49 ﹤0.01%
1
-2
1407
$41 ﹤0.01%
1
-608
1408
– –
0
1409
$29 ﹤0.01%
1
1410
$26 ﹤0.01%
1
1411
$18 ﹤0.01%
1
-954
1412
$12 ﹤0.01%
+1
1413
$12 ﹤0.01%
1
1414
$11 ﹤0.01%
1
1415
$5 ﹤0.01%
+1
1416
– –
-3
1417
– –
-39,308
1418
– –
-394
1419
– –
-653
1420
– –
-2,916
1421
– –
-168
1422
– –
-600
1423
– –
-5,383
1424
– –
-33
1425
– –
-1,151
55 56
57
58 59