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
301
$73K 0.01%
+1,398
302
$72K 0.01%
+7,266
303
$70K 0.01%
+837
304
$70K 0.01%
+467
305
$69K 0.01%
+2,400
306
$69K 0.01%
+1,736
307
$68K 0.01%
+2,531
308
$66K 0.01%
+1,430
309
$65K 0.01%
+944
310
$65K 0.01%
+1,153
311
$65K 0.01%
+175
312
$65K 0.01%
+1,353
313
$65K 0.01%
+458
314
$64K 0.01%
+3,108
315
$63K 0.01%
+4,083
316
$63K 0.01%
+622
317
$63K 0.01%
+597
318
$63K 0.01%
+560
319
$62K 0.01%
+691
320
$62K 0.01%
+329
321
$61K 0.01%
+200
322
$61K 0.01%
+2,048
323
$61K 0.01%
+1,440
324
$60K 0.01%
+3,922
325
$59K 0.01%
+660
11 12
13
14 15