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
526
$18K ﹤0.01%
+1,000
527
$18K ﹤0.01%
+1,010
528
$18K ﹤0.01%
+846
529
$18K ﹤0.01%
+350
530
$18K ﹤0.01%
+200
531
$18K ﹤0.01%
+400
532
$17K ﹤0.01%
+165
533
$17K ﹤0.01%
+1,214
534
$17K ﹤0.01%
+373
535
$17K ﹤0.01%
+320
536
$17K ﹤0.01%
+1,750
537
$17K ﹤0.01%
+1,448
538
$17K ﹤0.01%
+400
539
$17K ﹤0.01%
565
-23,181
540
$17K ﹤0.01%
+1,000
541
$17K ﹤0.01%
+564
542
$16K ﹤0.01%
+465
543
$16K ﹤0.01%
+638
544
$16K ﹤0.01%
+130
545
$16K ﹤0.01%
+448
546
$16K ﹤0.01%
+235
547
$16K ﹤0.01%
+1,233
548
$16K ﹤0.01%
+200
549
$16K ﹤0.01%
+200
550
$16K ﹤0.01%
+2,765
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