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
$759M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.62M
3
+$5.8M
4
ZTS icon
Zoetis
ZTS
+$5.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.2M

Top Sells

1
+$2.92M
2
+$2.78M
3
+$2.25M
4
WMB icon
Williams Companies
WMB
+$2M
5
WMT icon
Walmart
WMT
+$970K

Sector Composition

1 Technology 19.17%
2 Healthcare 13.37%
3 Financials 12.96%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.6%
140,994
-3,678
27
$12M 1.58%
199,862
+480
28
$11.8M 1.55%
233,005
+3,007
29
$11.6M 1.53%
141,660
-275
30
$11.4M 1.51%
154,844
+1,472
31
$11M 1.45%
247,097
+2,456
32
$11M 1.45%
120,317
-285
33
$10.6M 1.39%
57,343
+5,005
34
$10.3M 1.35%
102,760
+2,294
35
$10.2M 1.34%
199,603
+8,233
36
$10.1M 1.33%
225,221
-50,300
37
$9.97M 1.31%
111,720
-31,197
38
$8.86M 1.17%
233,992
+137,360
39
$7.92M 1.04%
62,516
+7,819
40
$7.49M 0.99%
+149,461
41
$6.93M 0.91%
364,354
-105,139
42
$6.63M 0.87%
110,484
+13,392
43
$6.62M 0.87%
+35,322
44
$6.02M 0.79%
31,361
-3,274
45
$5.91M 0.78%
43,142
+38,700
46
$5.8M 0.76%
+78,780
47
$5.26M 0.69%
85,341
-13,693
48
$4.11M 0.54%
28,173
+23,737
49
$3.64M 0.48%
81,071
+34,137
50
$3.4M 0.45%
93,658
+7,957
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