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
576
$14K ﹤0.01%
+90
577
$14K ﹤0.01%
+500
578
$13K ﹤0.01%
+623
579
$13K ﹤0.01%
200
-85,203
580
$13K ﹤0.01%
+600
581
$13K ﹤0.01%
+110
582
$13K ﹤0.01%
+1,219
583
$13K ﹤0.01%
+250
584
$13K ﹤0.01%
+1,154
585
$13K ﹤0.01%
+130
586
$13K ﹤0.01%
+236
587
$13K ﹤0.01%
+800
588
$13K ﹤0.01%
+198
589
$13K ﹤0.01%
+500
590
$12K ﹤0.01%
+200
591
$12K ﹤0.01%
+437
592
$12K ﹤0.01%
+195
593
$12K ﹤0.01%
+114
594
$12K ﹤0.01%
+237
595
$12K ﹤0.01%
+228
596
$12K ﹤0.01%
+100
597
$12K ﹤0.01%
+500
598
$12K ﹤0.01%
+192
599
$12K ﹤0.01%
+90
600
$12K ﹤0.01%
+220
22 23
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