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
$1.39B
AUM Growth
-$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$5.19M
3
+$4.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.43M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.11M

Top Sells

1
+$6.99M
2
+$5.94M
3
+$1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$846K
5
VLY icon
Valley National Bancorp
VLY
+$376K

Sector Composition

1 Technology 20.12%
2 Financials 11.67%
3 Healthcare 10.92%
4 Consumer Discretionary 7.91%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.5M 0.25%
48,277
+3,031
77
$3.29M 0.24%
7,926
-45
78
$3.2M 0.23%
51,636
+1,383
79
$2.78M 0.2%
25,618
+327
80
$2.31M 0.17%
41,339
+1,471
81
$2.26M 0.16%
30,251
+27,550
82
$2.07M 0.15%
5,763
-318
83
$1.98M 0.14%
18,497
+74
84
$1.95M 0.14%
86,086
-4,000
85
$1.94M 0.14%
13,683
+70
86
$1.9M 0.14%
23,864
+56
87
$1.88M 0.14%
5,268
+35
88
$1.86M 0.13%
18,340
+197
89
$1.78M 0.13%
36,004
-2,099
90
$1.74M 0.13%
7,655
-3,715
91
$1.73M 0.12%
13,726
+752
92
$1.73M 0.12%
63,240
+4,610
93
$1.63M 0.12%
4,505
+257
94
$1.61M 0.12%
34,045
+123
95
$1.59M 0.11%
31,803
-2,349
96
$1.53M 0.11%
33,439
+703
97
$1.49M 0.11%
3,582
-31
98
$1.46M 0.11%
+125,603
99
$1.45M 0.1%
5,025
+1,158
100
$1.39M 0.1%
3,203
+266
2 3
4
5 6