TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,734
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$24.5M
3
+$23M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$17.8M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$16.1M

Top Sells

1
+$9.25M
2
+$4.35M
3
+$4.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.94M
5
VZ icon
Verizon
VZ
+$2.95M

Sector Composition

1 Technology 6.72%
2 Financials 4.27%
3 Healthcare 3.08%
4 Industrials 2.51%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYG icon
851
iShares US Financial Services ETF
IYG
$1.93B
$60.9K ﹤0.01%
660
-32
TS icon
852
Tenaris
TS
$26.6B
$60.6K ﹤0.01%
1,576
+1,543
BAM icon
853
Brookfield Asset Management
BAM
$76.2B
$58.8K ﹤0.01%
1,120
+288
WAFD icon
854
WaFd
WAFD
$2.4B
$58.4K ﹤0.01%
1,824
-14
OXY icon
855
Occidental Petroleum
OXY
$52.5B
$58.1K ﹤0.01%
1,413
-364
RMD icon
856
ResMed
RMD
$37.2B
$58K ﹤0.01%
241
-2
UBS icon
857
UBS Group
UBS
$121B
$57.6K ﹤0.01%
1,244
+295
PODD icon
858
Insulet
PODD
$17B
$57.1K ﹤0.01%
201
+2
AER icon
859
AerCap
AER
$22.9B
$56.9K ﹤0.01%
396
-13
MCRI icon
860
Monarch Casino & Resort
MCRI
$1.76B
$56.8K ﹤0.01%
594
EL icon
861
Estee Lauder
EL
$34.7B
$55.7K ﹤0.01%
532
-39
PRGS icon
862
Progress Software
PRGS
$1.67B
$55.5K ﹤0.01%
1,291
+1,178
VTWG icon
863
Vanguard Russell 2000 Growth ETF
VTWG
$1.2B
$54.8K ﹤0.01%
232
+4
PRM icon
864
Perimeter Solutions
PRM
$3.64B
$54.5K ﹤0.01%
1,978
-130
DIAX icon
865
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$552M
$54K ﹤0.01%
3,540
CHRD icon
866
Chord Energy
CHRD
$6.78B
$53.8K ﹤0.01%
580
+454
PINS icon
867
Pinterest
PINS
$13.1B
$53.6K ﹤0.01%
2,072
-758
ACM icon
868
Aecom
ACM
$12.1B
$52.9K ﹤0.01%
555
-312
TU icon
869
Telus
TU
$21.5B
$52.7K ﹤0.01%
3,990
-6,963
KIM icon
870
Kimco Realty
KIM
$15.8B
$52.5K ﹤0.01%
2,588
+52
ZD icon
871
Ziff Davis
ZD
$1.64B
$52.2K ﹤0.01%
+1,484
BXP icon
872
Boston Properties
BXP
$8.8B
$52K ﹤0.01%
771
+29
NTRS icon
873
Northern Trust
NTRS
$26.7B
$51.6K ﹤0.01%
378
+7
CCJ icon
874
Cameco
CCJ
$49.8B
$51.4K ﹤0.01%
562
-547
VRSN icon
875
VeriSign
VRSN
$21.9B
$51K ﹤0.01%
210
+9
33 34
35
36 37