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
$540M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$6.47M
3
+$4.73M
4
GE icon
GE Aerospace
GE
+$4.71M
5
WFT
Weatherford International plc
WFT
+$3.62M

Top Sells

1
+$4.78M
2
+$4.21M
3
+$386K
4
MSFT icon
Microsoft
MSFT
+$265K
5
NHI icon
National Health Investors
NHI
+$227K

Sector Composition

1 Healthcare 15.43%
2 Energy 15.12%
3 Financials 15.1%
4 Technology 13.75%
5 Consumer Staples 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.36%
36,669
-71
52
$1.94M 0.36%
38,450
53
$1.86M 0.34%
23,771
+704
54
$1.55M 0.29%
10,131
+1,321
55
$1.42M 0.26%
49,731
+2,064
56
$1.35M 0.25%
15,169
-104
57
$1.25M 0.23%
9,219
-88
58
$1.19M 0.22%
42,258
-1,688
59
$1.08M 0.2%
27,798
-317
60
$1.05M 0.19%
7,918
-634
61
$970K 0.18%
34,677
+2,312
62
$955K 0.18%
7,394
+2,241
63
$895K 0.17%
6,088
-207
64
$873K 0.16%
8,100
+500
65
$850K 0.16%
6,688
+397
66
$825K 0.15%
4,963
+504
67
$811K 0.15%
8,396
+387
68
$760K 0.14%
10,946
+937
69
$714K 0.13%
4,888
+6
70
$661K 0.12%
+15,000
71
$660K 0.12%
2,713
+687
72
$660K 0.12%
6,006
73
$644K 0.12%
19,381
+907
74
$643K 0.12%
3,905
75
$640K 0.12%
+30,509
1 2
3
4 5