TPCW
TD Private Client Wealth Portfolio holdings
AUM
$4.07B
1-Year Est. Return
14.25%
1 Year Est. Return
+14.25%
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 | |
|---|---|---|---|---|---|---|
1526
Woodside Energy
WDS
$27.4B
| – | – |
-759
|
|
||
1527
Werner Enterprises
WERN
$1.57B
| – | – |
-20
|
|
||
1528
Cactus
WHD
$2.42B
| – | – |
-39
|
|
||
1529
Wolfspeed
WOLF
$838M
| – | – |
-25
|
|
||
1530
WPP
WPP
$5.13B
| – | – |
-12
|
|
||
1531
Wave Life Sciences
WVE
$1.26B
| – | – |
-126
|
|
||
1532
Woodward
WWD
$15.3B
| – | – |
-27
|
|
||
1533
XP
XP
$8.71B
| – | – |
-10
|
|
||
1534
Dentsply Sirona
XRAY
$2.49B
| – | – |
-82
|
|
||
|
MRX
1535
Marex Group
MRX
$2.29B
| – | – |
-45
|
|
||
|
GAP
1536
The Gap Inc
GAP
$7.82B
| – | – |
-265
|
|
||
|
SEI
1537
Solaris Energy Infrastructure
SEI
$2.55B
| – | – |
-16
|
|