DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
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
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.12M
3
+$8.34M
4
KHC icon
Kraft Heinz
KHC
+$6.47M
5
PAYX icon
Paychex
PAYX
+$6.1M

Top Sells

1
+$15M
2
+$9.78M
3
+$8.68M
4
EIX icon
Edison International
EIX
+$8.56M
5
IBM icon
IBM
IBM
+$7.64M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5K ﹤0.01%
+437
727
$5K ﹤0.01%
+224
728
$5K ﹤0.01%
+100
729
$5K ﹤0.01%
+147
730
$5K ﹤0.01%
+187
731
$5K ﹤0.01%
+308
732
$5K ﹤0.01%
+14
733
$5K ﹤0.01%
+155
734
$5K ﹤0.01%
+65
735
$5K ﹤0.01%
+105
736
$5K ﹤0.01%
+148
737
$5K ﹤0.01%
+751
738
$4K ﹤0.01%
+78
739
$4K ﹤0.01%
+110
740
$4K ﹤0.01%
+309
741
$4K ﹤0.01%
+84
742
$4K ﹤0.01%
+222
743
$4K ﹤0.01%
+200
744
$4K ﹤0.01%
+30
745
$4K ﹤0.01%
+183
746
$4K ﹤0.01%
+50
747
$4K ﹤0.01%
+139
748
$4K ﹤0.01%
+97
749
$4K ﹤0.01%
+104
750
$4K ﹤0.01%
+250
28 29
30
31 32