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
126
$214K 0.04%
+6,339
127
$208K 0.04%
+2,654
128
$206K 0.04%
+1,548
129
$204K 0.04%
+2,251
130
$202K 0.04%
+3,619
131
$147K 0.03%
+13,640
132
$146K 0.03%
+10,643