DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
1-Year Return
9.32%
This Quarter Return
-10.08%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$592M
AUM Growth
-$51.2M
(-8%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
5.22%
Top 10 Holdings %
Top 10 Hldgs %
32.11%
Holding
878
New
685
Increased
81
Reduced
89
Closed
3
Top Buys
| 1 |
TJX Companies
TJX
|
+$9.46M |
| 2 |
Baxter International
BAX
|
+$8.93M |
| 3 |
Goldman Sachs
GS
|
+$6.91M |
| 4 |
Paychex
PAYX
|
+$5.86M |
| 5 |
TSMC
TSM
|
+$5.63M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$14.5M |
| 2 |
Edison International
EIX
|
+$7.99M |
| 3 |
NOV
NOV
|
+$7.64M |
| 4 |
IBM
IBM
|
+$6.92M |
| 5 |
Schlumberger
SLB
|
+$6.35M |
Sector Composition
| 1 | Financials | 16.71% |
| 2 | Healthcare | 14.85% |
| 3 | Technology | 13.48% |
| 4 | Consumer Staples | 11.44% |
| 5 | Energy | 9.29% |
