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
626
$10K ﹤0.01%
+264
627
$10K ﹤0.01%
+200
628
$10K ﹤0.01%
+354
629
$10K ﹤0.01%
+202
630
$9K ﹤0.01%
+344
631
$9K ﹤0.01%
+95
632
$9K ﹤0.01%
+213
633
$9K ﹤0.01%
+100
634
$9K ﹤0.01%
+632
635
$9K ﹤0.01%
+290
636
$9K ﹤0.01%
+1,224
637
$9K ﹤0.01%
155
-137,597
638
$9K ﹤0.01%
+201
639
$9K ﹤0.01%
+200
640
$9K ﹤0.01%
+324
641
$9K ﹤0.01%
+360
642
$9K ﹤0.01%
+94
643
$9K ﹤0.01%
+500
644
$9K ﹤0.01%
+95
645
$9K ﹤0.01%
+32
646
$9K ﹤0.01%
+150
647
$9K ﹤0.01%
+80
648
$9K ﹤0.01%
+75
649
$9K ﹤0.01%
+1,313
650
$9K ﹤0.01%
+463
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