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
651
$9K ﹤0.01%
+130
652
$9K ﹤0.01%
+397
653
$9K ﹤0.01%
+350
654
$8K ﹤0.01%
+186
655
$8K ﹤0.01%
+280
656
$8K ﹤0.01%
+1,750
657
$8K ﹤0.01%
+647
658
$8K ﹤0.01%
+100
659
$8K ﹤0.01%
+500
660
$8K ﹤0.01%
296
-282,850
661
$8K ﹤0.01%
+150
662
$8K ﹤0.01%
+466
663
$8K ﹤0.01%
+1,125
664
$8K ﹤0.01%
1,700
-41,837
665
$8K ﹤0.01%
+1,202
666
$8K ﹤0.01%
+222
667
$8K ﹤0.01%
+316
668
$8K ﹤0.01%
575
669
$8K ﹤0.01%
+400
670
$8K ﹤0.01%
+200
671
$8K ﹤0.01%
+200
672
$8K ﹤0.01%
+100
673
$7K ﹤0.01%
+400
674
$7K ﹤0.01%
+183
675
$7K ﹤0.01%
+857
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