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
Z icon
951
Zillow
Z
$11B
$33K ﹤0.01%
483
+14
SNDK
952
Sandisk
SNDK
$77.8B
$32.8K ﹤0.01%
138
+80
PTC icon
953
PTC
PTC
$19.4B
$32.6K ﹤0.01%
187
+46
ICLN icon
954
iShares Global Clean Energy ETF
ICLN
$2.03B
$32.2K ﹤0.01%
1,962
-252
UMC icon
955
United Microelectronic
UMC
$24.2B
$32.2K ﹤0.01%
+4,096
BBT
956
Beacon Financial Corp
BBT
$2.43B
$32K ﹤0.01%
1,212
VAW icon
957
Vanguard Materials ETF
VAW
$2.96B
$31.5K ﹤0.01%
152
+9
COIN icon
958
Coinbase
COIN
$52.1B
$31.4K ﹤0.01%
139
-21
TCOM icon
959
Trip.com Group
TCOM
$35.3B
$31.1K ﹤0.01%
+433
LUV icon
960
Southwest Airlines
LUV
$20.4B
$30.9K ﹤0.01%
747
-698
PNR icon
961
Pentair
PNR
$15B
$30.6K ﹤0.01%
294
PFG icon
962
Principal Financial Group
PFG
$20B
$30.5K ﹤0.01%
346
-10
VTRS icon
963
Viatris
VTRS
$16.3B
$30.1K ﹤0.01%
2,417
-20
FLJP icon
964
Franklin FTSE Japan ETF
FLJP
$2.97B
$29.6K ﹤0.01%
860
+7
IBN icon
965
ICICI Bank
IBN
$101B
$29.6K ﹤0.01%
992
+262
AVNT icon
966
Avient
AVNT
$3.35B
$29.4K ﹤0.01%
942
+729
RJF icon
967
Raymond James Financial
RJF
$30B
$28.7K ﹤0.01%
179
-153
AWK icon
968
American Water Works
AWK
$26.8B
$28.7K ﹤0.01%
220
-74
AOS icon
969
A.O. Smith
AOS
$9.82B
$28.6K ﹤0.01%
428
-16
FTI icon
970
TechnipFMC
FTI
$25.2B
$28.5K ﹤0.01%
639
+7
NMR icon
971
Nomura Holdings
NMR
$22.6B
$28.4K ﹤0.01%
3,380
+246
HUM icon
972
Humana
HUM
$21.6B
$28.2K ﹤0.01%
110
-40
FOX icon
973
Fox Class B
FOX
$23.1B
$28.1K ﹤0.01%
433
-10
ATO icon
974
Atmos Energy
ATO
$30.6B
$27.3K ﹤0.01%
163
+2
INGR icon
975
Ingredion
INGR
$7.23B
$27K ﹤0.01%
245
37 38
39
40 41