DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.12M
3
+$8.34M
4
KHC icon
Kraft Heinz
KHC
+$6.47M
5
PAYX icon
Paychex
PAYX
+$6.1M

Top Sells

1
+$15M
2
+$9.78M
3
+$8.68M
4
EIX icon
Edison International
EIX
+$8.56M
5
IBM icon
IBM
IBM
+$7.64M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$119K 0.02%
+2,666
227
$119K 0.02%
35,800
-5,480
228
$118K 0.02%
+2,746
229
$118K 0.02%
+1,649
230
$116K 0.02%
+1,774
231
$115K 0.02%
+961
232
$114K 0.02%
+1,797
233
$114K 0.02%
+2,000
234
$112K 0.02%
+1,400
235
$108K 0.02%
+1,177
236
$107K 0.02%
13,959
-14,315
237
$106K 0.02%
+1,255
238
$105K 0.02%
+4,150
239
$105K 0.02%
+3,291
240
$105K 0.02%
+2,178
241
$105K 0.02%
+1,810
242
$105K 0.02%
+1,419
243
$105K 0.02%
+2,130
244
$104K 0.02%
+3,500
245
$104K 0.02%
+12,064
246
$103K 0.02%
+1,400
247
$103K 0.02%
+1,580
248
$103K 0.02%
+1,000
249
$102K 0.02%
+1,257
250
$102K 0.02%
+2,675
8 9
10
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