TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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 Buys

1 +$28.4M
2 +$18.3M
3 +$17.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.3M

Top Sells

1 +$14.4M
2 +$5.63M
3 +$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.87%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IDA icon
1376
Idacorp
IDA
$7.7B
$793 ﹤0.01%
+6
EEFT icon
1377
Euronet Worldwide
EEFT
$2.7B
$790 ﹤0.01%
9
+7
WPM icon
1378
Wheaton Precious Metals
WPM
$54.4B
$783 ﹤0.01%
7
JBLU icon
1379
JetBlue
JBLU
$1.64B
$782 ﹤0.01%
+159
SCCO icon
1380
Southern Copper
SCCO
$131B
$769 ﹤0.01%
+6
LOGI icon
1381
Logitech
LOGI
$13.6B
$768 ﹤0.01%
7
PWP icon
1382
Perella Weinberg Partners
PWP
$1.22B
$768 ﹤0.01%
+36
FMS icon
1383
Fresenius Medical Care
FMS
$12.5B
$764 ﹤0.01%
29
-4,896
GTX icon
1384
Garrett Motion
GTX
$3.48B
$763 ﹤0.01%
56
CROX icon
1385
Crocs
CROX
$3.98B
$752 ﹤0.01%
9
-2,484
SHAK icon
1386
Shake Shack
SHAK
$3.46B
$749 ﹤0.01%
+8
LUMN icon
1387
Lumen
LUMN
$6.95B
$734 ﹤0.01%
+120
ACVA icon
1388
ACV Auctions
ACVA
$754M
$733 ﹤0.01%
74
+70
CIEN icon
1389
Ciena
CIEN
$56.2B
$728 ﹤0.01%
+5
TEVA icon
1390
Teva Pharmaceuticals
TEVA
$34.6B
$727 ﹤0.01%
36
SNBR icon
1391
Sleep Number
SNBR
$55.8M
$723 ﹤0.01%
+103
XLB icon
1392
State Street Materials Select Sector SPDR ETF
XLB
$6.43B
$717 ﹤0.01%
16
APGE icon
1393
Apogee Therapeutics
APGE
$5.47B
$715 ﹤0.01%
+18
LZ icon
1394
LegalZoom.com
LZ
$1.01B
$706 ﹤0.01%
+68
AIV
1395
Aimco
AIV
$580M
$698 ﹤0.01%
+88
PSO icon
1396
Pearson
PSO
$7.93B
$694 ﹤0.01%
49
-3,443
CWT icon
1397
California Water Service
CWT
$2.68B
$688 ﹤0.01%
+15
ASPN icon
1398
Aspen Aerogels
ASPN
$284M
$682 ﹤0.01%
+98
KYMR icon
1399
Kymera Therapeutics
KYMR
$6.56B
$679 ﹤0.01%
+12
WLDN icon
1400
Willdan Group
WLDN
$1.2B
$677 ﹤0.01%
+7