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
COTY icon
1401
Coty
COTY
$1.77B
$667 ﹤0.01%
165
-4,441
ACH
1402
Accendra Health
ACH
$162M
$662 ﹤0.01%
+138
RVLV icon
1403
Revolve Group
RVLV
$1.6B
$660 ﹤0.01%
+31
AZZ icon
1404
AZZ Inc
AZZ
$3.74B
$655 ﹤0.01%
+6
GKOS icon
1405
Glaukos
GKOS
$6.38B
$652 ﹤0.01%
+8
JOBY icon
1406
Joby Aviation
JOBY
$8.36B
$646 ﹤0.01%
+40
CORZ icon
1407
Core Scientific
CORZ
$5.14B
$646 ﹤0.01%
+36
NTRA icon
1408
Natera
NTRA
$27.9B
$644 ﹤0.01%
4
+3
APLD icon
1409
Applied Digital
APLD
$7.29B
$642 ﹤0.01%
+28
DXJ icon
1410
WisdomTree Japan Hedged Equity Fund
DXJ
$6.05B
$640 ﹤0.01%
5
-2
WT icon
1411
WisdomTree
WT
$2.07B
$639 ﹤0.01%
+46
ASTS icon
1412
AST SpaceMobile
ASTS
$27.2B
$638 ﹤0.01%
+13
SRPT icon
1413
Sarepta Therapeutics
SRPT
$2.28B
$636 ﹤0.01%
+33
CWCO icon
1414
Consolidated Water Co
CWCO
$515M
$635 ﹤0.01%
+18
PHR icon
1415
Phreesia
PHR
$697M
$635 ﹤0.01%
+27
SLP icon
1416
Simulations Plus
SLP
$243M
$633 ﹤0.01%
+42
ABSI icon
1417
Absci
ABSI
$436M
$632 ﹤0.01%
+208
LUNR icon
1418
Intuitive Machines
LUNR
$3.18B
$631 ﹤0.01%
+60
SITC icon
1419
SITE Centers
SITC
$282M
$631 ﹤0.01%
+70
BHVN icon
1420
Biohaven
BHVN
$1.37B
$630 ﹤0.01%
+42
DXC icon
1421
DXC Technology
DXC
$2.07B
$627 ﹤0.01%
46
SOUN icon
1422
SoundHound AI
SOUN
$2.63B
$627 ﹤0.01%
+39
VSH icon
1423
Vishay Intertechnology
VSH
$2.45B
$627 ﹤0.01%
41
CRAI icon
1424
CRA International
CRAI
$1.04B
$626 ﹤0.01%
+3
PL icon
1425
Planet Labs
PL
$11.4B
$623 ﹤0.01%
+48