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
$4.07B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$21M
3
+$12.9M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$11.8M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.1M

Top Sells

1
+$9.58M
2
+$3.42M
3
+$3.09M
4
DFS
Discover Financial Services
DFS
+$3.07M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.85M

Sector Composition

1 Technology 7.24%
2 Financials 5.01%
3 Healthcare 3.29%
4 Industrials 3.06%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EG icon
1076
Everest Group
EG
$13.4B
$8.16K ﹤0.01%
24
-17
LEN.B icon
1077
Lennar Class B
LEN.B
$26.5B
$7.89K ﹤0.01%
75
-15
COKE icon
1078
Coca-Cola Consolidated
COKE
$10.1B
$7.82K ﹤0.01%
70
+10
SPAB icon
1079
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.12B
$7.73K ﹤0.01%
302
-65
PCY icon
1080
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$7.72K ﹤0.01%
378
+23
PHG icon
1081
Philips
PHG
$28.1B
$7.72K ﹤0.01%
322
-24,640
ZROZ icon
1082
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.61B
$7.58K ﹤0.01%
113
-222
TWLO icon
1083
Twilio
TWLO
$18.1B
$7.46K ﹤0.01%
+60
CVNA icon
1084
Carvana
CVNA
$62.7B
$7.41K ﹤0.01%
22
+20
LPX icon
1085
Louisiana-Pacific
LPX
$6.49B
$7.39K ﹤0.01%
86
-63
AFRM icon
1086
Affirm
AFRM
$24.7B
$7.12K ﹤0.01%
103
-181
ENPH icon
1087
Enphase Energy
ENPH
$4.58B
$6.98K ﹤0.01%
176
+142
CSL icon
1088
Carlisle Companies
CSL
$15.2B
$6.72K ﹤0.01%
18
CZR icon
1089
Caesars Entertainment
CZR
$4.97B
$6.7K ﹤0.01%
236
+78
HUBS icon
1090
HubSpot
HUBS
$16.3B
$6.68K ﹤0.01%
12
-1,344
ILMN icon
1091
Illumina
ILMN
$21.6B
$6.68K ﹤0.01%
70
-4
SARO
1092
StandardAero Inc
SARO
$10.9B
$6.55K ﹤0.01%
207
+21
YUMC icon
1093
Yum China
YUMC
$16.8B
$6.39K ﹤0.01%
143
CORT icon
1094
Corcept Therapeutics
CORT
$3.65B
$6.39K ﹤0.01%
+87
LVS icon
1095
Las Vegas Sands
LVS
$39.9B
$6.26K ﹤0.01%
144
-170
MKTX icon
1096
MarketAxess Holdings
MKTX
$6.55B
$6.25K ﹤0.01%
28
-16
HLI icon
1097
Houlihan Lokey
HLI
$13.3B
$6.12K ﹤0.01%
34
-21
SKT icon
1098
Tanger
SKT
$3.85B
$6.12K ﹤0.01%
200
-41
NLY icon
1099
Annaly Capital Management
NLY
$16.7B
$6K ﹤0.01%
319
FWONK icon
1100
Liberty Media Series C
FWONK
$22.3B
$5.96K ﹤0.01%
+57
42 43
44
45 46