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
801
$2K ﹤0.01%
+50
802
$2K ﹤0.01%
+200
803
$2K ﹤0.01%
+30
804
$2K ﹤0.01%
+55
805
$2K ﹤0.01%
+86
806
$2K ﹤0.01%
+50
807
$2K ﹤0.01%
+30
808
$2K ﹤0.01%
+60
809
$2K ﹤0.01%
+35
810
$2K ﹤0.01%
+421
811
$2K ﹤0.01%
+1,004
812
$1K ﹤0.01%
+39
813
$1K ﹤0.01%
+2,000
814
$1K ﹤0.01%
+200
815
$1K ﹤0.01%
+57
816
$1K ﹤0.01%
+10
817
$1K ﹤0.01%
+8
818
$1K ﹤0.01%
+152
819
$1K ﹤0.01%
+25
820
$1K ﹤0.01%
+24
821
$1K ﹤0.01%
+91
822
$1K ﹤0.01%
+300
823
$1K ﹤0.01%
+700
824
$1K ﹤0.01%
+100
825
$1K ﹤0.01%
+37
31 32
33
34 35