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
$644M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$898K
3
+$667K
4
XOM icon
Exxon Mobil
XOM
+$601K
5
FCX icon
Freeport-McMoran
FCX
+$584K

Top Sells

1
+$6.7M
2
+$5.84M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$887K
5
TD icon
Toronto Dominion Bank
TD
+$643K

Sector Composition

1 Financials 16.05%
2 Healthcare 14.64%
3 Energy 14.09%
4 Technology 13.54%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.36%
26,468
+762
52
$2.01M 0.31%
9,717
-450
53
$1.96M 0.3%
31,944
-1,016
54
$1.92M 0.3%
32,200
+320
55
$1.88M 0.29%
28,136
+32
56
$1.61M 0.25%
26,505
-10,567
57
$1.5M 0.23%
15,020
+560
58
$1.46M 0.23%
14,814
+34
59
$1.4M 0.22%
8,650
-180
60
$1.37M 0.21%
14,286
+1,500
61
$1.36M 0.21%
41,456
+3,266
62
$1.29M 0.2%
23,370
+5,697
63
$1.27M 0.2%
66,050
+243
64
$1.26M 0.2%
42,172
+750
65
$1.21M 0.19%
8,072
+262
66
$1.17M 0.18%
3,997
-35
67
$1.13M 0.18%
8,909
+1,501
68
$1.05M 0.16%
29,577
+1,774
69
$1.04M 0.16%
2,799
-142
70
$1.04M 0.16%
26,178
+1,566
71
$1M 0.16%
6,223
+45
72
$987K 0.15%
4,410
+3
73
$980K 0.15%
6,742
+44
74
$960K 0.15%
8,677
+237
75
$938K 0.15%
21,681
+1,860
1 2
3
4 5