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
$491M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$22.3M
3
+$20.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$19.3M
5
QCOM icon
Qualcomm
QCOM
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.64%
2 Financials 14.98%
3 Technology 13.92%
4 Energy 13.79%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$358K 0.07%
+4,844
102
$342K 0.07%
+2,040
103
$339K 0.07%
+2,467
104
$323K 0.07%
+1,563
105
$313K 0.06%
+9,135
106
$304K 0.06%
+3,782
107
$301K 0.06%
+10,916
108
$297K 0.06%
+56,336
109
$295K 0.06%
+25,362
110
$288K 0.06%
+5,233
111
$283K 0.06%
+4,535
112
$283K 0.06%
+2,615
113
$283K 0.06%
+7,555
114
$259K 0.05%
+10,973
115
$256K 0.05%
+3,664
116
$254K 0.05%
+9,891
117
$254K 0.05%
+1,303
118
$252K 0.05%
+4,861
119
$251K 0.05%
+1,878
120
$247K 0.05%
+3,960
121
$246K 0.05%
+6,268
122
$233K 0.05%
+1,079
123
$227K 0.05%
+2,004
124
$227K 0.05%
+3,130
125
$221K 0.05%
+5,590
2 3 4
5
6