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
COCO icon
1451
Vita Coco
COCO
$3.11B
$595 ﹤0.01%
+14
GSHD icon
1452
Goosehead Insurance
GSHD
$1.89B
$595 ﹤0.01%
+8
NTNX icon
1453
Nutanix
NTNX
$12.8B
$595 ﹤0.01%
+8
IPAR icon
1454
Interparfums
IPAR
$2.63B
$590 ﹤0.01%
+6
RIOT icon
1455
Riot Platforms
RIOT
$5.82B
$590 ﹤0.01%
+31
LMND icon
1456
Lemonade
LMND
$5.5B
$589 ﹤0.01%
+11
DOCS icon
1457
Doximity
DOCS
$9.7B
$585 ﹤0.01%
+8
PLMR icon
1458
Palomar
PLMR
$3.13B
$584 ﹤0.01%
+5
CVCO icon
1459
Cavco Industries
CVCO
$4.58B
$581 ﹤0.01%
+1
SIG icon
1460
Signet Jewelers
SIG
$3.65B
$576 ﹤0.01%
+6
ZETA icon
1461
Zeta Global
ZETA
$4.52B
$576 ﹤0.01%
+29
LBRDK icon
1462
Liberty Broadband Class C
LBRDK
$6.65B
$572 ﹤0.01%
9
HIMS icon
1463
Hims & Hers Health
HIMS
$8.44B
$567 ﹤0.01%
+10
RNG icon
1464
RingCentral
RNG
$2.53B
$567 ﹤0.01%
+20
ARM icon
1465
Arm
ARM
$148B
$566 ﹤0.01%
4
GTY
1466
Getty Realty Corp
GTY
$1.64B
$563 ﹤0.01%
21
-9
XHR
1467
Xenia Hotels & Resorts
XHR
$1.3B
$563 ﹤0.01%
41
-18
TMDX icon
1468
Transmedics
TMDX
$4.79B
$561 ﹤0.01%
+5
OKLO
1469
Oklo
OKLO
$15.1B
$558 ﹤0.01%
+5
PEB.PRF icon
1470
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$115M
$545 ﹤0.01%
+27
MCHPP
1471
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$531 ﹤0.01%
+9
UGI icon
1472
UGI
UGI
$8.07B
$499 ﹤0.01%
15
HTZWW
1473
Hertz Global Holdings Warrants
HTZWW
$246M
$487 ﹤0.01%
131
ARW icon
1474
Arrow Electronics
ARW
$5.72B
$484 ﹤0.01%
4
SCHH icon
1475
Schwab US REIT ETF
SCHH
$8.39B
$475 ﹤0.01%
22
+10