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
$644M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$898K
3
+$667K
4
XOM icon
Exxon Mobil
XOM
+$601K
5
FCX icon
Freeport-McMoran
FCX
+$584K

Top Sells

1
+$6.7M
2
+$5.84M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$887K
5
TD icon
Toronto Dominion Bank
TD
+$643K

Sector Composition

1 Financials 16.05%
2 Healthcare 14.64%
3 Energy 14.09%
4 Technology 13.54%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$573K 0.09%
6,057
-61,757
102
$571K 0.09%
14,185
+1,010
103
$556K 0.09%
6,822
+274
104
$555K 0.09%
13,548
+464
105
$530K 0.08%
17,910
106
$515K 0.08%
+7,327
107
$511K 0.08%
7,373
+54
108
$496K 0.08%
3,049
+40
109
$494K 0.08%
4,221
-187
110
$494K 0.08%
7,686
-212
111
$488K 0.08%
25,217
112
$482K 0.07%
11,046
+5
113
$469K 0.07%
15,904
-997
114
$467K 0.07%
9,657
-230
115
$461K 0.07%
5,320
+1,585
116
$457K 0.07%
1,899
+1
117
$447K 0.07%
2,154
-61
118
$438K 0.07%
11,705
-179,007
119
$435K 0.07%
24,325
-109
120
$433K 0.07%
3,769
-1,500
121
$425K 0.07%
19,000
122
$424K 0.07%
5,760
-1,098
123
$422K 0.07%
1,596
+33
124
$421K 0.07%
2,558
+22
125
$417K 0.06%
4,916
+170
3 4
5
6 7