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
$571M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4M
3
+$2.06M
4
C icon
Citigroup
C
+$1.98M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.3M

Top Sells

1
+$7.52M
2
+$4.65M
3
+$3.28M
4
ZTS icon
Zoetis
ZTS
+$1.97M
5
MSFT icon
Microsoft
MSFT
+$703K

Sector Composition

1 Energy 16.2%
2 Financials 15.6%
3 Healthcare 15.13%
4 Technology 13.73%
5 Consumer Staples 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.38%
38,678
+228
52
$2.08M 0.36%
54,742
+2,582
53
$1.94M 0.34%
34,533
-2,136
54
$1.91M 0.33%
23,512
-259
55
$1.74M 0.3%
10,637
+506
56
$1.43M 0.25%
48,188
-1,543
57
$1.28M 0.22%
9,158
-61
58
$1.18M 0.21%
40,788
-1,470
59
$1.18M 0.21%
15,169
60
$1.06M 0.19%
27,532
-266
61
$1.03M 0.18%
35,900
+1,223
62
$990K 0.17%
+51,311
63
$932K 0.16%
6,817
-1,101
64
$890K 0.16%
6,706
+18
65
$887K 0.16%
7,539
+145
66
$875K 0.15%
6,753
+2,642
67
$871K 0.15%
8,727
+331
68
$846K 0.15%
4,698
-265
69
$792K 0.14%
5,713
-375
70
$757K 0.13%
10,773
-173
71
$717K 0.13%
8,547
+2,857
72
$703K 0.12%
4,115
+700
73
$684K 0.12%
2,705
-8
74
$677K 0.12%
5,637
+102
75
$675K 0.12%
15,000
1 2
3
4 5