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
$540M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$6.47M
3
+$4.73M
4
GE icon
GE Aerospace
GE
+$4.71M
5
WFT
Weatherford International plc
WFT
+$3.62M

Top Sells

1
+$4.78M
2
+$4.21M
3
+$386K
4
MSFT icon
Microsoft
MSFT
+$265K
5
NHI icon
National Health Investors
NHI
+$227K

Sector Composition

1 Healthcare 15.43%
2 Energy 15.12%
3 Financials 15.1%
4 Technology 13.75%
5 Consumer Staples 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$631K 0.12%
3,996
+13
77
$630K 0.12%
5,365
-94
78
$612K 0.11%
5,535
-34
79
$587K 0.11%
7,840
-664
80
$580K 0.11%
+4,865
81
$558K 0.1%
+2,819
82
$556K 0.1%
4,779
-543
83
$554K 0.1%
3,180
+31
84
$525K 0.1%
3,817
-404
85
$520K 0.1%
6,980
+205
86
$516K 0.1%
3,415
-399
87
$512K 0.09%
4,111
+756
88
$501K 0.09%
2,908
-633
89
$499K 0.09%
3,543
+61
90
$484K 0.09%
10,000
+660
91
$476K 0.09%
5,690
-141
92
$470K 0.09%
+18,639
93
$455K 0.08%
5,908
+295
94
$443K 0.08%
7,993
+737
95
$442K 0.08%
2,322
-102
96
$433K 0.08%
6,919
-18
97
$410K 0.08%
5,333
-456
98
$393K 0.07%
1,417
+80
99
$393K 0.07%
2,760
-327
100
$378K 0.07%
6,641
+133
2 3
4
5 6