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
826
$1K ﹤0.01%
+188
827
$1K ﹤0.01%
+80
828
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+70
829
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+24
830
$1K ﹤0.01%
+37
831
$1K ﹤0.01%
+313
832
$1K ﹤0.01%
+47
833
$1K ﹤0.01%
+58
834
$1K ﹤0.01%
+42
835
$1K ﹤0.01%
+2,000
836
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+200
837
$1K ﹤0.01%
+1
838
$1K ﹤0.01%
+11
839
$1K ﹤0.01%
+62
840
$1K ﹤0.01%
+62
841
$1K ﹤0.01%
+47
842
$1K ﹤0.01%
+200
843
$1K ﹤0.01%
+57
844
$1K ﹤0.01%
+100
845
$1K ﹤0.01%
+37
846
$1K ﹤0.01%
+10
847
$1K ﹤0.01%
+8
848
$1K ﹤0.01%
+152
849
$1K ﹤0.01%
+25
850
$1K ﹤0.01%
+24
32 33
34
35 36