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
$592M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.46M
3
+$642K
4
CHTR icon
Charter Communications
CHTR
+$626K
5
MFC icon
Manulife Financial
MFC
+$495K

Top Sells

1
+$2.79M
2
+$2.46M
3
+$2.35M
4
MSFT icon
Microsoft
MSFT
+$1.87M
5
PPL icon
PPL Corp
PPL
+$1.32M

Sector Composition

1 Financials 16.37%
2 Energy 14.81%
3 Technology 14.77%
4 Healthcare 14.52%
5 Consumer Staples 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.05%
2,642
+9
127
$321K 0.05%
+7,550
128
$317K 0.05%
4,535
129
$313K 0.05%
+1,817
130
$310K 0.05%
1,667
-316
131
$308K 0.05%
+2,867
132
$305K 0.05%
8,050
+285
133
$302K 0.05%
4,299
+270
134
$301K 0.05%
982
135
$299K 0.05%
1,960
+25
136
$297K 0.05%
10,549
+1,520
137
$294K 0.05%
8,468
138
$279K 0.05%
3,526
139
$278K 0.05%
3,847
-136
140
$270K 0.05%
4,453
+1
141
$267K 0.05%
1,735
+349
142
$264K 0.04%
+2,313
143
$258K 0.04%
+3,502
144
$250K 0.04%
4,651
145
$247K 0.04%
3,211
+162
146
$245K 0.04%
+7,645
147
$243K 0.04%
+2,880
148
$236K 0.04%
5,873
+2
149
$236K 0.04%
4,000
-3,100
150
$234K 0.04%
1,625
3 4 5
6
7