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
$759M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.62M
3
+$5.8M
4
ZTS icon
Zoetis
ZTS
+$5.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.2M

Top Sells

1
+$2.92M
2
+$2.78M
3
+$2.25M
4
WMB icon
Williams Companies
WMB
+$2M
5
WMT icon
Walmart
WMT
+$970K

Sector Composition

1 Technology 19.17%
2 Healthcare 13.37%
3 Financials 12.96%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.42%
83,061
+10,590
52
$3.02M 0.4%
9,785
-1,450
53
$2.81M 0.37%
19,445
-310
54
$2.78M 0.37%
11,105
-338
55
$2.77M 0.37%
35,192
-6,398
56
$2.66M 0.35%
70,482
-4,921
57
$2.61M 0.34%
89,970
+42,444
58
$2.47M 0.33%
31,449
-2,621
59
$2.19M 0.29%
26,472
-3,406
60
$1.72M 0.23%
10,498
+5,068
61
$1.69M 0.22%
23,840
-3,480
62
$1.67M 0.22%
31,598
+288
63
$1.65M 0.22%
5,829
+2,564
64
$1.59M 0.21%
6,158
-48
65
$1.55M 0.2%
8,874
-5
66
$1.48M 0.19%
28,447
+4,195
67
$1.41M 0.19%
39,713
-8,537
68
$1.4M 0.18%
4,736
-68
69
$1.33M 0.18%
26,367
+10,195
70
$1.28M 0.17%
8,195
-257
71
$1.27M 0.17%
21,546
-4,120
72
$1.2M 0.16%
3,291
+42
73
$1.19M 0.16%
6,910
-264
74
$1.07M 0.14%
9,306
-377
75
$1.07M 0.14%
4,310
-80
1 2
3
4 5