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
$606M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.47M
3
+$4.46M
4
PFE icon
Pfizer
PFE
+$1.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.39M

Top Sells

1
+$15.2M
2
+$7.78M
3
+$6.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M
5
ZTS icon
Zoetis
ZTS
+$1.92M

Sector Composition

1 Financials 16.29%
2 Energy 14.97%
3 Healthcare 14.42%
4 Technology 12.46%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.4%
58,364
-26,444
52
$2.15M 0.35%
37,072
+67
53
$2.13M 0.35%
25,706
+94
54
$1.98M 0.33%
10,167
-340
55
$1.96M 0.32%
32,960
-1,161
56
$1.82M 0.3%
28,104
+1,154
57
$1.8M 0.3%
74,401
+30,171
58
$1.78M 0.29%
31,880
-27,760
59
$1.34M 0.22%
8,830
-45
60
$1.28M 0.21%
12,786
+10,442
61
$1.26M 0.21%
14,780
+799
62
$1.23M 0.2%
14,460
+1,640
63
$1.18M 0.2%
41,422
+383
64
$1.15M 0.19%
+38,190
65
$1.13M 0.19%
65,807
+3,946
66
$1.11M 0.18%
+17,673
67
$1.1M 0.18%
4,032
+1,399
68
$1.1M 0.18%
7,810
+1,008
69
$1.02M 0.17%
27,167
-603
70
$997K 0.16%
4,888
71
$987K 0.16%
2,941
+693
72
$966K 0.16%
6,698
-139
73
$926K 0.15%
6,178
-177
74
$912K 0.15%
27,803
+2,341
75
$899K 0.15%
7,408
+346
1 2
3
4 5