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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
751
$4K ﹤0.01%
+97
752
$4K ﹤0.01%
+104
753
$4K ﹤0.01%
+78
754
$4K ﹤0.01%
+50
755
$4K ﹤0.01%
+160
756
$4K ﹤0.01%
+100
757
$3K ﹤0.01%
+14
758
$3K ﹤0.01%
+85
759
$3K ﹤0.01%
+16
760
$3K ﹤0.01%
+60
761
$3K ﹤0.01%
+177
762
$3K ﹤0.01%
+100
763
$3K ﹤0.01%
+100
764
$3K ﹤0.01%
+30
765
$3K ﹤0.01%
+32
766
$3K ﹤0.01%
+100
767
$3K ﹤0.01%
+256
768
$3K ﹤0.01%
+220
769
$3K ﹤0.01%
+100
770
$3K ﹤0.01%
+200
771
$3K ﹤0.01%
+40
772
$3K ﹤0.01%
+216
773
$3K ﹤0.01%
+29
774
$3K ﹤0.01%
+70
775
$3K ﹤0.01%
+207
29 30
31
32 33