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
$592M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.46M
3
+$642K
4
CHTR icon
Charter Communications
CHTR
+$626K
5
MFC icon
Manulife Financial
MFC
+$495K

Top Sells

1
+$2.79M
2
+$2.46M
3
+$2.35M
4
MSFT icon
Microsoft
MSFT
+$1.87M
5
PPL icon
PPL Corp
PPL
+$1.32M

Sector Composition

1 Financials 16.37%
2 Energy 14.81%
3 Technology 14.77%
4 Healthcare 14.52%
5 Consumer Staples 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.37%
37,005
-1,673
52
$2.08M 0.35%
24,250
+738
53
$2.03M 0.34%
34,173
-360
54
$1.99M 0.34%
10,474
-163
55
$1.96M 0.33%
+25,979
56
$1.67M 0.28%
56,735
+8,547
57
$1.36M 0.23%
9,149
-9
58
$1.21M 0.2%
40,237
-551
59
$1.13M 0.19%
13,981
-1,188
60
$1.08M 0.18%
57,215
+5,904
61
$1.07M 0.18%
35,036
-864
62
$1.07M 0.18%
26,628
-904
63
$1.02M 0.17%
5,787
+1,672
64
$974K 0.16%
6,827
+10
65
$973K 0.16%
8,065
+526
66
$951K 0.16%
9,000
+3,072
67
$947K 0.16%
6,734
+28
68
$934K 0.16%
6,809
+56
69
$906K 0.15%
4,702
+4
70
$901K 0.15%
12,614
+2,288
71
$882K 0.15%
8,291
-436
72
$812K 0.14%
9,652
+1,105
73
$793K 0.13%
13,560
+2,760
74
$786K 0.13%
10,679
-94
75
$780K 0.13%
6,274
+1,199
1 2
3
4 5