DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.47M
3
+$4.46M
4
PFE icon
Pfizer
PFE
+$1.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.39M

Top Sells

1
+$15.2M
2
+$7.78M
3
+$6.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M
5
ZTS icon
Zoetis
ZTS
+$1.92M

Sector Composition

1 Financials 16.29%
2 Energy 14.97%
3 Healthcare 14.42%
4 Technology 12.46%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.36M 1.54%
70,078
+3,663
27
$8.77M 1.45%
176,350
-156,487
28
$8.64M 1.43%
136,534
+6,672
29
$8.52M 1.41%
169,405
+11,186
30
$8.42M 1.39%
975,550
+518,700
31
$8.34M 1.38%
147,720
-37,040
32
$8.24M 1.36%
105,559
-11,455
33
$8.07M 1.33%
80,137
+8,121
34
$7.45M 1.23%
122,158
-1,701
35
$7.45M 1.23%
128,574
+7,396
36
$6.83M 1.13%
53,766
+1,247
37
$6.79M 1.12%
23,148
+1,020
38
$6.34M 1.05%
58,245
+5,931
39
$6.28M 1.04%
67,814
-1,263
40
$5.86M 0.97%
190,712
+347
41
$5.49M 0.91%
35,029
+662
42
$5.25M 0.87%
113,332
+15,460
43
$4.93M 0.81%
146,640
+2,991
44
$4.78M 0.79%
33,256
-384
45
$4.71M 0.78%
1,432,296
-1,768
46
$3.9M 0.64%
68,539
-1,521
47
$2.96M 0.49%
10,896
+859
48
$2.65M 0.44%
19,181
+1,415
49
$2.62M 0.43%
40,206
+3,463
50
$2.56M 0.42%
31,496
-136
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