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
376
$45K 0.01%
+1,701
377
$45K 0.01%
+477
378
$44K 0.01%
+837
379
$44K 0.01%
+1,224
380
$44K 0.01%
+450
381
$44K 0.01%
+914
382
$44K 0.01%
+5,250
383
$44K 0.01%
+680
384
$43K 0.01%
+2,226
385
$43K 0.01%
+800
386
$43K 0.01%
+1,350
387
$42K 0.01%
1,163
-175,966
388
$42K 0.01%
+1,050
389
$42K 0.01%
+2,000
390
$42K 0.01%
+2,811
391
$42K 0.01%
+984
392
$42K 0.01%
+694
393
$42K 0.01%
+650
394
$41K 0.01%
+300
395
$41K 0.01%
+383
396
$41K 0.01%
+700
397
$41K 0.01%
+1,540
398
$41K 0.01%
+412
399
$41K 0.01%
+2,909
400
$40K 0.01%
+466
14 15
16
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