TPCW
TD Private Client Wealth Portfolio holdings
AUM
$4.44B
1-Year Est. Return
13.64%
1 Year Est. Return
+13.64%
AUM
$4.07B
AUM Growth
+$440M
(+12%)
Holding
1,537
Top Buys
| 1 | +$43M | |
| 2 | +$21M | |
| 3 | +$12.9M | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$11.8M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$10.1M |
Top Sells
| 1 | +$9.58M | |
| 2 | +$3.42M | |
| 3 | +$3.09M | |
| 4 |
DFS
Discover Financial Services
DFS
|
+$3.07M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$2.85M |
Sector Composition
| 1 | Technology | 7.24% |
| 2 | Financials | 5.01% |
| 3 | Healthcare | 3.29% |
| 4 | Industrials | 3.06% |
| 5 | Communication Services | 2.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Cummins
CMI
$79.9B
| $6.02M | 0.15% |
18,389
+1,122
|
|
||
102
Invesco S&P 500 Momentum ETF
SPMO
$13.7B
| $5.95M | 0.15% |
+52,919
|
|
||
103
GE Vernova
GEV
$185B
| $5.91M | 0.15% |
11,175
+1,630
|
|
||
104
Vanguard Total Stock Market ETF
VTI
$582B
| $5.88M | 0.14% |
19,334
+456
|
|
||
105
Emerson Electric
EMR
$84B
| $5.84M | 0.14% |
43,835
+805
|
|
||
106
National Grid
NGG
$80.4B
| $5.69M | 0.14% |
77,507
+6,267
|
|
||
107
Kenvue
KVUE
$33B
| $5.68M | 0.14% |
271,202
-43,178
|
|
||
108
Entergy
ETR
$43.1B
| $5.59M | 0.14% |
67,258
-15,119
|
|
||
109
Alphabet (Google) Class C
GOOG
$3.99T
| $5.49M | 0.13% |
30,941
-7,549
|
|
||
110
MetLife
MET
$50.6B
| $5.49M | 0.13% |
68,219
+4,829
|
|
||
111
Morgan Stanley
MS
$299B
| $5.37M | 0.13% |
38,145
+2,516
|
|
||
112
Sanofi
SNY
$113B
| $5.35M | 0.13% |
110,641
+2,131
|
|
||
113
LPL Financial
LPLA
$30.3B
| $5.34M | 0.13% |
14,234
+2,168
|
|
||
114
Abbott
ABT
$212B
| $5.32M | 0.13% |
39,082
-3,088
|
|
||
115
Union Pacific
UNP
$136B
| $5.2M | 0.13% |
22,618
+74
|
|
||
116
Analog Devices
ADI
$147B
| $5.2M | 0.13% |
21,861
+1,908
|
|
||
117
Enbridge
ENB
$104B
| $5.19M | 0.13% |
114,764
+3,230
|
|
||
118
Arthur J. Gallagher & Co
AJG
$66.4B
| $5.1M | 0.13% |
15,934
-3,614
|
|
||
119
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
| $5.1M | 0.13% |
36,742
-5,575
|
|
||
120
TotalEnergies
TTE
$142B
| $5.02M | 0.12% |
+81,768
|
|
||
121
Uber
UBER
$176B
| $5.02M | 0.12% |
+53,765
|
|
||
122
British American Tobacco
BTI
$126B
| $5.01M | 0.12% |
105,819
+65,631
|
|
||
123
Merck
MRK
$270B
| $5M | 0.12% |
63,164
-15,010
|
|
||
124
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.38B
| $4.96M | 0.12% |
109,604
+6,259
|
|
||
125
Gilead Sciences
GILD
$155B
| $4.95M | 0.12% |
44,656
-569
|
|