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TD Private Client Wealth Portfolio holdings
AUM
$5.44B
Turnover
12.18%
1-Year Est. Return
18.56%
This Fund
S&P 500
This Quarter
Est. Return
-0.97%
1 Year Est. Return
+18.56%
3 Year Est. Return
+57.02%
5 Year Est. Return
+62.32%
10 Year Est. Return
–
AUM
$4.82B
AUM Growth
+$128M
(+2.7%)
Cap. Flow
+$215M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
40.37%
Holding
1,756
New
124
Increased
673
Reduced
606
Closed
107
Avg Time Held
3.5
years
Top 10 Avg Time Held
2.1
years
Top 20 Avg Time Held
2.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$24.4M |
| 2 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$24.1M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$20M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$16.3M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$16.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$14.2M |
| 2 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$6.63M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$6.4M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$5.27M |
| 5 |
Johnson & Johnson
JNJ
|
+$5.05M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 75.46% |
| 2 | Technology | 5.99% |
| 3 | Financials | 3.62% |
| 4 | Healthcare | 2.76% |
| 5 | Industrials | 2.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1576
Atlanta Braves Holdings Series A
BATRA
$3.47B
| $189 | ﹤0.01% |
4
| – | – |
2025 Q4
1 quarter
|
|
1577
Chewy
CHWY
$8.43B
| $189 | ﹤0.01% |
7
+1
| +17% | +$28 |
2025 Q3
2 quarters
|
|
1578
Diamondrock Hospitality Co
DRH
$2.75B
| $187 | ﹤0.01% |
20
| – | – |
2025 Q4
1 quarter
|
|
1579
Shore Bancshares
SHBI
$753M
| $187 | ﹤0.01% |
10
| – | – |
2025 Q4
1 quarter
|
|
1580
Lattice Semiconductor
LSCC
$14.7B
| $186 | ﹤0.01% |
2
| – | – |
2025 Q4
1 quarter
|
|
1581
Artisan Partners
APAM
$2.29B
| $182 | ﹤0.01% |
+5
| New | +$204 |
2026 Q1
0 quarters
|
|
1582
DELISTED
Avanos Medical
AVNS
| $182 | ﹤0.01% |
13
| – | – |
2025 Q4
1 quarter
|
|
1583
Bullish
BLSH
$4.47B
| $179 | ﹤0.01% |
+5
| New | +$175 |
2026 Q1
0 quarters
|
|
1584
Heartland Express
HTLD
$847M
| $177 | ﹤0.01% |
17
| – | – |
2025 Q4
1 quarter
|
|
1585
Laureate Education
LAUR
$5.32B
| $174 | ﹤0.01% |
5
| – | – |
2025 Q4
1 quarter
|
|
1586
Vaxcyte
PCVX
$10B
| $174 | ﹤0.01% |
3
| – | – |
2025 Q4
1 quarter
|
|
1587
CarGurus
CARG
$2.7B
| $170 | ﹤0.01% |
+5
| New | +$164 |
2026 Q1
0 quarters
|
|
1588
Progyny
PGNY
$2.06B
| $170 | ﹤0.01% |
+10
| New | +$214 |
2026 Q1
0 quarters
|
|
1589
BioMarin Pharmaceuticals
BMRN
$10.6B
| $169 | ﹤0.01% |
3
| – | – |
2025 Q4
1 quarter
|
|
1590
Primo Brands
PRMB
$7.14B
| $169 | ﹤0.01% |
9
-8
| -47% | -$155 |
2025 Q2
3 quarters
|
|
1591
Gentherm
THRM
$1.58B
| $167 | ﹤0.01% |
+6
| New | +$196 |
2026 Q1
0 quarters
|
|
1592
CarMax
KMX
$7.57B
| $166 | ﹤0.01% |
4
-2
| -33% | -$88 |
2019 Q4
25 quarters
|
|
1593
APi Group
APG
$17.4B
| $162 | ﹤0.01% |
4
| – | – |
2025 Q4
1 quarter
|
|
1594
Uranium Energy
UEC
$3.92B
| $162 | ﹤0.01% |
12
| – | – |
2025 Q4
1 quarter
|
|
1595
Wyndham Hotels & Resorts
WH
$5.61B
| $162 | ﹤0.01% |
2
| – | – |
2025 Q4
1 quarter
|
|
1596
OneSpaWorld
OSW
$2.42B
| $161 | ﹤0.01% |
7
| – | – |
2025 Q4
1 quarter
|
|
1597
Medical Properties Trust
MPT
$1.8B
| $160 | ﹤0.01% |
35
+1
| +3% | +$5 |
2025 Q1
4 quarters
|
|
1598
DELISTED
American Woodmark
AMWD
| $159 | ﹤0.01% |
+4
| New | +$212 |
2026 Q1
0 quarters
|
|
1599
JetBlue
JBLU
$1.11B
| $155 | ﹤0.01% |
+35
| New | +$178 |
2026 Q1
0 quarters
|
|
1600
InvenTrust Properties
IVT
$2.34B
| $152 | ﹤0.01% |
5
| – | – |
2025 Q4
1 quarter
|
|
Similar funds
TD Private Client Wealth's Q1 2026 Portfolio in Review
As of Q1 2026, TD Private Client Wealth held 1,756 positions worth $4.82B, up 2.7% from $4.69B the previous quarter. Its ten largest holdings account for 40% of the portfolio.
TD Private Client Wealth deployed $215M of net new capital in Q1 2026, opening 124 new positions and adding to 673 existing holdings. Its largest new stake was VanEck Uranium + Nuclear Energy ETF: 44,744 shares worth $5.96M.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, up from 74% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares Russell 1000 Value ETF, an estimated $14.2M trimmed.
- TD Private Client Wealth's largest Q1 2026 buy was VanEck Uranium + Nuclear Energy ETF: 44,744 shares worth $5.96M.
- TD Private Client Wealth added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $24.4M increase.
- TD Private Client Wealth's biggest Q1 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $14.2M.
- TD Private Client Wealth fully exited Invesco Water Resources ETF in Q1 2026, selling an estimated $665K.
- TD Private Client Wealth's ten largest holdings make up 40% of its $4.82B portfolio in Q1 2026.
- TD Private Client Wealth opened 124 new positions and closed 107 in Q1 2026.
- TD Private Client Wealth's portfolio value rose 2.7% quarter-over-quarter to $4.82B.
Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.