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
$1.39B
AUM Growth
-$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$5.19M
3
+$4.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.43M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.11M

Top Sells

1
+$6.99M
2
+$5.94M
3
+$1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$846K
5
VLY icon
Valley National Bancorp
VLY
+$376K

Sector Composition

1 Technology 20.12%
2 Financials 11.67%
3 Healthcare 10.92%
4 Consumer Discretionary 7.91%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.67M 0.7%
289,325
-746
52
$9.33M 0.67%
50,593
+43,903
53
$9.29M 0.67%
20,395
+887
54
$8.88M 0.64%
97,663
+2,818
55
$8.79M 0.63%
20,193
+378
56
$8.7M 0.63%
31,350
-276
57
$8.07M 0.58%
151,994
+7,611
58
$7.79M 0.56%
32,215
-801
59
$7.11M 0.51%
23,746
+515
60
$6.58M 0.47%
79,719
-111
61
$6.38M 0.46%
14,070
+9,765
62
$6.21M 0.45%
47,086
+1,355
63
$5.78M 0.42%
45,652
-7,919
64
$5.71M 0.41%
35,238
+1,293
65
$4.82M 0.35%
10,668
+528
66
$4.58M 0.33%
42,788
-55,416
67
$4.48M 0.32%
44,724
+9,162
68
$4.25M 0.31%
37,881
+1,915
69
$4.07M 0.29%
88,247
+4,552
70
$3.88M 0.28%
92,194
+10
71
$3.83M 0.28%
19,661
+237
72
$3.78M 0.27%
68,090
-414
73
$3.67M 0.26%
44,013
-649
74
$3.57M 0.26%
25,580
+4,280
75
$3.5M 0.25%
6,872
+220
1 2
3
4 5