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 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
AZZ icon
1226
AZZ Inc
AZZ
$3.85B
$2.89K ﹤0.01%
27
+21
TWLO icon
1227
Twilio
TWLO
$19B
$2.85K ﹤0.01%
20
+7
SCHV icon
1228
Schwab US Large-Cap Value ETF
SCHV
$15.3B
$2.84K ﹤0.01%
96
SBRA icon
1229
Sabra Healthcare REIT
SBRA
$5.05B
$2.84K ﹤0.01%
+150
CNS icon
1230
Cohen & Steers
CNS
$3.38B
$2.76K ﹤0.01%
44
LSTR icon
1231
Landstar System
LSTR
$5.43B
$2.73K ﹤0.01%
19
DY icon
1232
Dycom Industries
DY
$11.1B
$2.7K ﹤0.01%
8
SLF icon
1233
Sun Life Financial
SLF
$36.3B
$2.68K ﹤0.01%
43
+18
LOAR icon
1234
Loar Holdings
LOAR
$6.78B
$2.65K ﹤0.01%
39
LOGI icon
1235
Logitech
LOGI
$13.2B
$2.61K ﹤0.01%
26
+19
BMI icon
1236
Badger Meter
BMI
$4.26B
$2.59K ﹤0.01%
15
+6
LITE icon
1237
Lumentum
LITE
$46.5B
$2.58K ﹤0.01%
7
IX icon
1238
ORIX
IX
$34.5B
$2.54K ﹤0.01%
87
-18
ADT icon
1239
ADT
ADT
$5.53B
$2.53K ﹤0.01%
314
+78
BA.PRA
1240
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.2B
$2.49K ﹤0.01%
36
RPRX icon
1241
Royalty Pharma
RPRX
$19.6B
$2.47K ﹤0.01%
64
+15
IONQ icon
1242
IonQ
IONQ
$12.9B
$2.47K ﹤0.01%
55
-7
ATR icon
1243
AptarGroup
ATR
$8.67B
$2.44K ﹤0.01%
20
UHS icon
1244
Universal Health Services
UHS
$12B
$2.4K ﹤0.01%
11
ANF icon
1245
Abercrombie & Fitch
ANF
$4.05B
$2.39K ﹤0.01%
19
PRDO icon
1246
Perdoceo Education
PRDO
$2.15B
$2.38K ﹤0.01%
+81
UFPI icon
1247
UFP Industries
UFPI
$5.47B
$2.37K ﹤0.01%
26
XLC icon
1248
State Street Communication Services Select Sector SPDR ETF
XLC
$27.2B
$2.35K ﹤0.01%
20
POWI icon
1249
Power Integrations
POWI
$2.65B
$2.35K ﹤0.01%
66
SONO icon
1250
Sonos
SONO
$1.84B
$2.33K ﹤0.01%
133