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
$759M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.62M
3
+$5.8M
4
ZTS icon
Zoetis
ZTS
+$5.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.2M

Top Sells

1
+$2.92M
2
+$2.78M
3
+$2.25M
4
WMB icon
Williams Companies
WMB
+$2M
5
WMT icon
Walmart
WMT
+$970K

Sector Composition

1 Technology 19.17%
2 Healthcare 13.37%
3 Financials 12.96%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.14%
23,808
-228
77
$1.05M 0.14%
3,773
+68
78
$1.04M 0.14%
3,364
-1,003
79
$1M 0.13%
3,298
+156
80
$981K 0.13%
10,697
-726
81
$979K 0.13%
2,982
-67
82
$975K 0.13%
36,699
+14,091
83
$973K 0.13%
31,134
-490
84
$963K 0.13%
20,642
-4,812
85
$946K 0.12%
23,886
+57
86
$937K 0.12%
2,845
87
$894K 0.12%
7,937
-1,628
88
$870K 0.11%
22,308
-4,606
89
$870K 0.11%
34,317
-7,383
90
$869K 0.11%
32,915
-4
91
$863K 0.11%
10,623
92
$842K 0.11%
3,487
+2,314
93
$821K 0.11%
+8,564
94
$811K 0.11%
5,741
-203
95
$801K 0.11%
8,041
96
$791K 0.1%
9,897
-162
97
$768K 0.1%
3,801
-199
98
$736K 0.1%
9,247
-92
99
$682K 0.09%
6,484
+2,479
100
$670K 0.09%
2,952
-184
2 3
4
5 6