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
601
$11K ﹤0.01%
+400
602
$11K ﹤0.01%
+145
603
$11K ﹤0.01%
+287
604
$11K ﹤0.01%
+249
605
$11K ﹤0.01%
+950
606
$11K ﹤0.01%
+447
607
$11K ﹤0.01%
+1,813
608
$11K ﹤0.01%
+181
609
$11K ﹤0.01%
+210
610
$11K ﹤0.01%
+200
611
$11K ﹤0.01%
+410
612
$11K ﹤0.01%
+1,000
613
$11K ﹤0.01%
+105
614
$11K ﹤0.01%
+253
615
$11K ﹤0.01%
+400
616
$10K ﹤0.01%
+250
617
$10K ﹤0.01%
+95
618
$10K ﹤0.01%
+386
619
$10K ﹤0.01%
+562
620
$10K ﹤0.01%
+105
621
$10K ﹤0.01%
+180
622
$10K ﹤0.01%
+200
623
$10K ﹤0.01%
+88
624
$10K ﹤0.01%
+265
625
$10K ﹤0.01%
+716
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