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%
+78
752
$4K ﹤0.01%
+50
753
$4K ﹤0.01%
+160
754
$4K ﹤0.01%
+5
755
$4K ﹤0.01%
+50
756
$4K ﹤0.01%
+100
757
$3K ﹤0.01%
+14
758
$3K ﹤0.01%
+54
759
$3K ﹤0.01%
+85
760
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+16
761
$3K ﹤0.01%
+60
762
$3K ﹤0.01%
+200
763
$3K ﹤0.01%
+25
764
$3K ﹤0.01%
+177
765
$3K ﹤0.01%
+100
766
$3K ﹤0.01%
+100
767
$3K ﹤0.01%
+30
768
$3K ﹤0.01%
+32
769
$3K ﹤0.01%
+100
770
$3K ﹤0.01%
+256
771
$3K ﹤0.01%
+220
772
$3K ﹤0.01%
+100
773
$3K ﹤0.01%
+200
774
$3K ﹤0.01%
+40
775
$3K ﹤0.01%
+216
29 30
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32 33