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
476
$26K ﹤0.01%
+387
477
$26K ﹤0.01%
+493
478
$26K ﹤0.01%
+207
479
$25K ﹤0.01%
+1,395
480
$25K ﹤0.01%
+293
481
$24K ﹤0.01%
+239
482
$24K ﹤0.01%
+400
483
$24K ﹤0.01%
+375
484
$24K ﹤0.01%
+2,588
485
$24K ﹤0.01%
+1,200
486
$24K ﹤0.01%
+333
487
$24K ﹤0.01%
+1,600
488
$24K ﹤0.01%
+177
489
$23K ﹤0.01%
+590
490
$23K ﹤0.01%
+1,865
491
$23K ﹤0.01%
+1,000
492
$23K ﹤0.01%
+654
493
$22K ﹤0.01%
+475
494
$22K ﹤0.01%
+150
495
$22K ﹤0.01%
+417
496
$22K ﹤0.01%
+628
497
$22K ﹤0.01%
+733
498
$22K ﹤0.01%
+115
499
$21K ﹤0.01%
+966
500
$21K ﹤0.01%
+403
18 19
20
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