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
776
$3K ﹤0.01%
+29
777
$3K ﹤0.01%
+70
778
$3K ﹤0.01%
+207
779
$3K ﹤0.01%
+220
780
$3K ﹤0.01%
+200
781
$3K ﹤0.01%
+81
782
$3K ﹤0.01%
+144
783
$3K ﹤0.01%
+182
784
$2K ﹤0.01%
+52
785
$2K ﹤0.01%
+584
786
$2K ﹤0.01%
+15
787
$2K ﹤0.01%
+55
788
$2K ﹤0.01%
+200
789
$2K ﹤0.01%
+60
790
$2K ﹤0.01%
+7
791
$2K ﹤0.01%
+234
792
$2K ﹤0.01%
+97
793
$2K ﹤0.01%
+75
794
$2K ﹤0.01%
+35
795
$2K ﹤0.01%
+100
796
$2K ﹤0.01%
+271
797
$2K ﹤0.01%
+30
798
$2K ﹤0.01%
+177
799
$2K ﹤0.01%
+50
800
$2K ﹤0.01%
+200
30 31
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