DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$27.3M
2 +$22.3M
3 +$20.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$19.3M
5
QCOM icon
Qualcomm
QCOM
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.64%
2 Financials 14.98%
3 Technology 13.92%
4 Energy 13.79%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$593K 0.12%
+18,474
77
$581K 0.12%
+3,541
78
$579K 0.12%
+3,905
79
$559K 0.11%
+4,221
80
$542K 0.11%
+3,814
81
$504K 0.1%
+3,149
82
$484K 0.1%
+6,775
83
$481K 0.1%
+2,026
84
$478K 0.1%
+5,831
85
$472K 0.1%
+3,482
86
$452K 0.09%
+5,613
87
$434K 0.09%
+2,424
88
$430K 0.09%
+3,087
89
$428K 0.09%
+7,256
90
$419K 0.09%
+6,937
91
$414K 0.08%
+9,340
92
$409K 0.08%
+5,789
93
$407K 0.08%
+3,355
94
$395K 0.08%
+4,894
95
$386K 0.08%
+24,228
96
$383K 0.08%
+6,508
97
$373K 0.08%
+4,806
98
$367K 0.07%
+9,244
99
$362K 0.07%
+4,400
100
$358K 0.07%
+1,337