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
$606M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.47M
3
+$4.46M
4
PFE icon
Pfizer
PFE
+$1.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.39M

Top Sells

1
+$15.2M
2
+$7.78M
3
+$6.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M
5
ZTS icon
Zoetis
ZTS
+$1.92M

Sector Composition

1 Financials 16.29%
2 Energy 14.97%
3 Healthcare 14.42%
4 Technology 12.46%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$537K 0.09%
9,451
+198
102
$529K 0.09%
6,548
+345
103
$515K 0.09%
3,266
+281
104
$513K 0.08%
13,175
+6,240
105
$511K 0.08%
11,041
+205
106
$507K 0.08%
3,800
107
$504K 0.08%
5,269
-750
108
$495K 0.08%
7,898
+455
109
$494K 0.08%
7,319
110
$493K 0.08%
2,536
-100
111
$491K 0.08%
1,663
+91
112
$483K 0.08%
9,887
-622
113
$479K 0.08%
25,217
114
$476K 0.08%
16,901
+2,259
115
$469K 0.08%
6,858
-6
116
$468K 0.08%
3,009
+167
117
$462K 0.08%
4,408
+1,153
118
$457K 0.08%
17,910
-2,456
119
$439K 0.07%
24,434
+109
120
$438K 0.07%
1,754
-10
121
$431K 0.07%
1,898
+427
122
$409K 0.07%
2,215
-179
123
$408K 0.07%
9,216
+421
124
$383K 0.06%
5,049
+1,398
125
$381K 0.06%
4,889
+961
3 4
5
6 7