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
$606M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.47M
3
+$4.46M
4
PFE icon
Pfizer
PFE
+$1.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.39M

Top Sells

1
+$15.2M
2
+$7.78M
3
+$6.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M
5
ZTS icon
Zoetis
ZTS
+$1.92M

Sector Composition

1 Financials 16.29%
2 Energy 14.97%
3 Healthcare 14.42%
4 Technology 12.46%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$876K 0.14%
8,440
-39
77
$873K 0.14%
4,407
-203
78
$864K 0.14%
+24,612
79
$850K 0.14%
19,821
+8,264
80
$832K 0.14%
12,019
+1,543
81
$818K 0.14%
7,766
+241
82
$803K 0.13%
9,426
-22,499
83
$781K 0.13%
4,861
-777
84
$757K 0.12%
5,695
+1,525
85
$717K 0.12%
4,177
-15
86
$714K 0.12%
+6,715
87
$714K 0.12%
32,919
+618
88
$695K 0.11%
6,301
+1,454
89
$680K 0.11%
15,806
+4,585
90
$679K 0.11%
3,743
-25
91
$677K 0.11%
14,500
92
$655K 0.11%
3,999
+2,102
93
$647K 0.11%
8,178
-537
94
$640K 0.11%
6,535
-442
95
$623K 0.1%
6,006
96
$604K 0.1%
3,671
+155
97
$574K 0.09%
7,294
+1,545
98
$568K 0.09%
5,344
99
$555K 0.09%
2,373
+45
100
$552K 0.09%
13,084
+3,552
2 3
4
5 6