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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
701
$6K ﹤0.01%
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702
$6K ﹤0.01%
+144
703
$6K ﹤0.01%
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704
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+100
705
$6K ﹤0.01%
+241
706
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+258
707
$6K ﹤0.01%
+199
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+168
709
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+428
710
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+110
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+258
712
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+415
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714
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716
$5K ﹤0.01%
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717
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718
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719
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+179
721
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+153
722
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723
$5K ﹤0.01%
+500
724
$5K ﹤0.01%
+200
725
$5K ﹤0.01%
+278