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
126
$276K 0.05%
4,029
-97
127
$273K 0.05%
3,983
+207
128
$261K 0.05%
3,212
129
$257K 0.05%
4,651
130
$257K 0.05%
1,619
+211
131
$249K 0.04%
+4,723
132
$247K 0.04%
5,871
+1
133
$243K 0.04%
+5,815
134
$243K 0.04%
9,029
+324
135
$241K 0.04%
9,240
+463
136
$240K 0.04%
4,452
+1
137
$236K 0.04%
+4,538
138
$231K 0.04%
3,526
139
$226K 0.04%
3,049
-141
140
$226K 0.04%
1,599
+4
141
$223K 0.04%
4,301
142
$219K 0.04%
1,625
143
$211K 0.04%
1,386
+1
144
$210K 0.04%
39,441
-17,739
145
$205K 0.04%
+999
146
$203K 0.04%
+3,300
147
$165K 0.03%
+30
148
$157K 0.03%
13,640
149
$151K 0.03%
10,643
-253
150
$113K 0.02%
+11,900
3 4 5
6
7