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
551
$16K ﹤0.01%
+200
552
$16K ﹤0.01%
+355
553
$16K ﹤0.01%
+341
554
$16K ﹤0.01%
+220
555
$16K ﹤0.01%
652
-141,666
556
$15K ﹤0.01%
+832
557
$15K ﹤0.01%
+500
558
$15K ﹤0.01%
+376
559
$15K ﹤0.01%
+515
560
$15K ﹤0.01%
+255
561
$15K ﹤0.01%
+152
562
$15K ﹤0.01%
+2,000
563
$15K ﹤0.01%
+300
564
$15K ﹤0.01%
+100
565
$15K ﹤0.01%
+161
566
$15K ﹤0.01%
+527
567
$14K ﹤0.01%
+400
568
$14K ﹤0.01%
+218
569
$14K ﹤0.01%
+192
570
$14K ﹤0.01%
+325
571
$14K ﹤0.01%
+2,000
572
$14K ﹤0.01%
+211
573
$14K ﹤0.01%
+550
574
$14K ﹤0.01%
+738
575
$14K ﹤0.01%
+150
21 22
23
24 25