DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$22.3M
3
+$20.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$19.3M
5
QCOM icon
Qualcomm
QCOM
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.64%
2 Financials 14.98%
3 Technology 13.92%
4 Energy 13.79%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.39%
+38,450
52
$1.87M 0.38%
+36,740
53
$1.79M 0.37%
+23,067
54
$1.5M 0.3%
+47,667
55
$1.29M 0.26%
+8,810
56
$1.27M 0.26%
+43,946
57
$1.23M 0.25%
+15,273
58
$1.22M 0.25%
+9,307
59
$1.06M 0.22%
+28,115
60
$1.05M 0.21%
+6,295
61
$1.04M 0.21%
+8,552
62
$1.01M 0.21%
+7,600
63
$886K 0.18%
+32,365
64
$765K 0.16%
+6,291
65
$764K 0.16%
+8,009
66
$735K 0.15%
+4,459
67
$678K 0.14%
+5,153
68
$672K 0.14%
+10,009
69
$672K 0.14%
+3,983
70
$638K 0.13%
+4,882
71
$631K 0.13%
+6,006
72
$616K 0.13%
+5,459
73
$612K 0.12%
+5,322
74
$602K 0.12%
+8,504
75
$598K 0.12%
+5,569
1 2
3
4 5