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
451
$30K 0.01%
+912
452
$30K 0.01%
+252
453
$30K 0.01%
+496
454
$30K 0.01%
+450
455
$30K 0.01%
+585
456
$30K 0.01%
+666
457
$30K 0.01%
+720
458
$29K ﹤0.01%
+2,400
459
$29K ﹤0.01%
+795
460
$29K ﹤0.01%
+200
461
$29K ﹤0.01%
+370
462
$29K ﹤0.01%
+525
463
$29K ﹤0.01%
+852
464
$28K ﹤0.01%
+400
465
$28K ﹤0.01%
+270
466
$28K ﹤0.01%
+843
467
$28K ﹤0.01%
+1,000
468
$28K ﹤0.01%
+500
469
$27K ﹤0.01%
+1,260
470
$27K ﹤0.01%
+264
471
$27K ﹤0.01%
+383
472
$26K ﹤0.01%
+300
473
$26K ﹤0.01%
+160
474
$26K ﹤0.01%
+410
475
$26K ﹤0.01%
+960
17 18
19
20 21