TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.82B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1 +$24.4M
2 +$24.1M
3 +$20M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$16.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$16.1M

Top Sells

1 +$14.2M
2 +$6.63M
3 +$6.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.05M

Sector Composition

1 Technology 5.99%
2 Financials 3.62%
3 Healthcare 2.76%
4 Industrials 2.63%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLVM icon
1351
Sylvamo
SLVM
$1.54B
$1.27K ﹤0.01%
30
VIOO icon
1352
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.82B
$1.26K ﹤0.01%
11
-9
FNV icon
1353
Franco-Nevada
FNV
$45.5B
$1.24K ﹤0.01%
5
+3
FTS icon
1354
Fortis
FTS
$27.9B
$1.23K ﹤0.01%
22
+16
XRN
1355
Chiron Real Estate Inc
XRN
$471M
$1.22K ﹤0.01%
37
+15
QQQI icon
1356
NEOS Nasdaq 100 High Income ETF
QQQI
$12.4B
$1.19K ﹤0.01%
24
+5
BAC.PRL icon
1357
Bank of America Series L
BAC.PRL
$3.7B
$1.19K ﹤0.01%
1
OSK icon
1358
Oshkosh
OSK
$8.22B
$1.18K ﹤0.01%
8
GTY
1359
Getty Realty Corp
GTY
$1.97B
$1.18K ﹤0.01%
37
KYMR icon
1360
Kymera Therapeutics
KYMR
$6.02B
$1.17K ﹤0.01%
14
+2
UNIT
1361
Uniti Group
UNIT
$2.73B
$1.16K ﹤0.01%
124
-89
TNDM icon
1362
Tandem Diabetes Care
TNDM
$1.24B
$1.15K ﹤0.01%
60
FIVE icon
1363
Five Below
FIVE
$12.3B
$1.14K ﹤0.01%
5
IMAX icon
1364
IMAX
IMAX
$2.23B
$1.14K ﹤0.01%
+30
CPA icon
1365
Copa Holdings
CPA
$5.58B
$1.14K ﹤0.01%
10
PATH icon
1366
UiPath
PATH
$6.07B
$1.13K ﹤0.01%
102
-9
ARWR icon
1367
Arrowhead Research
ARWR
$9.98B
$1.13K ﹤0.01%
18
ZM icon
1368
Zoom
ZM
$31.1B
$1.13K ﹤0.01%
14
-13
NTNX icon
1369
Nutanix
NTNX
$14.3B
$1.1K ﹤0.01%
29
+26
TMDX icon
1370
Transmedics
TMDX
$2.41B
$1.09K ﹤0.01%
11
SITC icon
1371
SITE Centers
SITC
$259M
$1.09K ﹤0.01%
202
+63
IOVA icon
1372
Iovance Biotherapeutics
IOVA
$1.69B
$1.08K ﹤0.01%
309
-5
BLBD icon
1373
Blue Bird Corp
BLBD
$2.29B
$1.08K ﹤0.01%
19
-11
NTLA icon
1374
Intellia Therapeutics
NTLA
$1.82B
$1.08K ﹤0.01%
84
EWBC icon
1375
East-West Bancorp
EWBC
$16.6B
$1.07K ﹤0.01%
10