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
$571M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4M
3
+$2.06M
4
C icon
Citigroup
C
+$1.98M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.3M

Top Sells

1
+$7.52M
2
+$4.65M
3
+$3.28M
4
ZTS icon
Zoetis
ZTS
+$1.97M
5
MSFT icon
Microsoft
MSFT
+$703K

Sector Composition

1 Energy 16.2%
2 Financials 15.6%
3 Healthcare 15.13%
4 Technology 13.73%
5 Consumer Staples 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$402K 0.07%
4,800
102
$398K 0.07%
6,643
+2
103
$378K 0.07%
18,639
104
$375K 0.07%
5,128
-205
105
$371K 0.06%
8,505
-300
106
$357K 0.06%
8,224
+1,315
107
$356K 0.06%
21,828
108
$352K 0.06%
4,364
+33
109
$350K 0.06%
1,563
110
$342K 0.06%
28,551
-175
111
$336K 0.06%
13,258
+1,185
112
$333K 0.06%
18,939
-442
113
$331K 0.06%
9,839
-1,984
114
$326K 0.06%
1,983
+2
115
$315K 0.06%
+8,468
116
$309K 0.05%
+6,258
117
$306K 0.05%
4,535
118
$304K 0.05%
2,633
+10
119
$298K 0.05%
1,319
+1
120
$296K 0.05%
+3,274
121
$289K 0.05%
3,194
122
$287K 0.05%
1,935
+27
123
$283K 0.05%
+982
124
$278K 0.05%
7,765
+1,405
125
$277K 0.05%
1,201
+121
3 4
5
6 7