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
$4.44B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,574
New
Increased
Reduced
Closed

Top Sells

1 +$15M
2 +$5.64M
3 +$4.64M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.15M

Sector Composition

1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.86%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVT icon
1151
nVent Electric
NVT
$16.9B
$4.34K ﹤0.01%
44
-16
DB icon
1152
Deutsche Bank
DB
$69.3B
$4.32K ﹤0.01%
122
INSM icon
1153
Insmed
INSM
$44.1B
$4.32K ﹤0.01%
30
YOU icon
1154
Clear Secure
YOU
$3.28B
$4.27K ﹤0.01%
128
AUDC icon
1155
AudioCodes
AUDC
$248M
$4.26K ﹤0.01%
443
+12
EPD icon
1156
Enterprise Products Partners
EPD
$69.5B
$4.25K ﹤0.01%
136
-895
TNL icon
1157
Travel + Leisure Co
TNL
$4.44B
$4.16K ﹤0.01%
70
ITGR icon
1158
Integer Holdings
ITGR
$2.45B
$4.13K ﹤0.01%
40
-492
RHP icon
1159
Ryman Hospitality Properties
RHP
$5.95B
$4.12K ﹤0.01%
46
RKLB icon
1160
Rocket Lab Corp
RKLB
$23.9B
$4.07K ﹤0.01%
85
+14
FLUT icon
1161
Flutter Entertainment
FLUT
$37.1B
$4.06K ﹤0.01%
16
CTRE icon
1162
CareTrust REIT
CTRE
$8.42B
$4.06K ﹤0.01%
+117
KRMN
1163
Karman Holdings
KRMN
$8.74B
$3.97K ﹤0.01%
+55
CIVI icon
1164
Civitas Resources
CIVI
$2.59B
$3.93K ﹤0.01%
121
-21
LNC icon
1165
Lincoln National
LNC
$7.96B
$3.91K ﹤0.01%
97
HOMB icon
1166
Home BancShares
HOMB
$5.59B
$3.9K ﹤0.01%
138
PSMT icon
1167
Pricesmart
PSMT
$3.91B
$3.88K ﹤0.01%
32
PHIN icon
1168
Phinia Inc
PHIN
$2.1B
$3.85K ﹤0.01%
67
W icon
1169
Wayfair
W
$12.4B
$3.84K ﹤0.01%
43
+11
HALO icon
1170
Halozyme
HALO
$7.6B
$3.81K ﹤0.01%
52
IONQ icon
1171
IonQ
IONQ
$17.2B
$3.81K ﹤0.01%
62
+10
GFL icon
1172
GFL Environmental
GFL
$15.6B
$3.79K ﹤0.01%
80
CPK icon
1173
Chesapeake Utilities
CPK
$3.1B
$3.77K ﹤0.01%
28
HUBS icon
1174
HubSpot
HUBS
$19.6B
$3.74K ﹤0.01%
8
-4
RVMD icon
1175
Revolution Medicines
RVMD
$15B
$3.74K ﹤0.01%
80