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
101
$1.37M 0.1%
+64,734
102
$1.31M 0.09%
24,534
-130,907
103
$1.29M 0.09%
7,756
+25
104
$1.29M 0.09%
8,700
+650
105
$1.27M 0.09%
9,777
-780
106
$1.24M 0.09%
8,041
107
$1.18M 0.09%
4,121
+369
108
$1.14M 0.08%
2,586
-490
109
$1.14M 0.08%
6,084
+55
110
$1.1M 0.08%
5,372
+192
111
$1.1M 0.08%
4,409
-116
112
$1.07M 0.08%
+51,680
113
$1.07M 0.08%
25,948
+12,043
114
$1.06M 0.08%
9,571
-84
115
$1.06M 0.08%
+2
116
$1M 0.07%
8,973
+76
117
$989K 0.07%
3,888
118
$944K 0.07%
17,016
119
$900K 0.06%
9,641
+7
120
$878K 0.06%
4,138
+494
121
$877K 0.06%
4,578
+1,776
122
$862K 0.06%
3,450
-63
123
$850K 0.06%
19,341
+2,029
124
$848K 0.06%
16,862
+5,639
125
$837K 0.06%
6,600
3 4
5
6 7