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
76
$826K 0.14%
4,128
-282
77
$778K 0.13%
17,226
+3,034
78
$705K 0.12%
+3,735
79
$696K 0.12%
6,347
+2,126
80
$682K 0.12%
4,693
-181
81
$676K 0.11%
49,379
82
$667K 0.11%
13,497
+3,783
83
$656K 0.11%
17,692
-3,989
84
$649K 0.11%
2,478
+815
85
$637K 0.11%
4,129
+1
86
$634K 0.11%
6,206
+200
87
$630K 0.11%
6,836
+779
88
$630K 0.11%
7,368
-436
89
$614K 0.1%
6,444
-176
90
$595K 0.1%
6,291
+444
91
$577K 0.1%
3,456
-426
92
$575K 0.1%
14,500
93
$557K 0.09%
2,862
+708
94
$547K 0.09%
4,084
+85
95
$533K 0.09%
8,982
+1,609
96
$532K 0.09%
7,666
-20
97
$531K 0.09%
5,444
98
$525K 0.09%
+6,285
99
$516K 0.09%
7,724
+902
100
$493K 0.08%
2,243
-131
2 3
4
5 6