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
$644M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$898K
3
+$667K
4
XOM icon
Exxon Mobil
XOM
+$601K
5
FCX icon
Freeport-McMoran
FCX
+$584K

Top Sells

1
+$6.7M
2
+$5.84M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$887K
5
TD icon
Toronto Dominion Bank
TD
+$643K

Sector Composition

1 Financials 16.05%
2 Healthcare 14.64%
3 Energy 14.09%
4 Technology 13.54%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$895K 0.14%
4,874
+13
77
$885K 0.14%
7,791
+25
78
$830K 0.13%
11,709
-310
79
$825K 0.13%
23,746
-3,421
80
$786K 0.12%
3,882
+139
81
$785K 0.12%
32,919
82
$783K 0.12%
4,007
-881
83
$770K 0.12%
5,938
+243
84
$767K 0.12%
4,128
-49
85
$758K 0.12%
15,572
-234
86
$724K 0.11%
6,864
+149
87
$715K 0.11%
7,804
-1,622
88
$705K 0.11%
6,620
+85
89
$674K 0.1%
3,999
90
$669K 0.1%
14,500
91
$655K 0.1%
6,006
92
$636K 0.1%
5,444
+100
93
$633K 0.1%
3,595
-76
94
$627K 0.1%
5,847
-454
95
$621K 0.1%
7,055
-239
96
$605K 0.09%
2,374
+1
97
$602K 0.09%
7,529
-649
98
$586K 0.09%
9,714
+263
99
$575K 0.09%
1,663
100
$575K 0.09%
3,499
+233
2 3
4
5 6