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
$606M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.47M
3
+$4.46M
4
PFE icon
Pfizer
PFE
+$1.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.39M

Top Sells

1
+$15.2M
2
+$7.78M
3
+$6.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M
5
ZTS icon
Zoetis
ZTS
+$1.92M

Sector Composition

1 Financials 16.29%
2 Energy 14.97%
3 Healthcare 14.42%
4 Technology 12.46%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$379K 0.06%
1,563
127
$378K 0.06%
4,746
+100
128
$372K 0.06%
19,000
-1,328
129
$369K 0.06%
13,327
+5,033
130
$368K 0.06%
3,320
-1,891
131
$362K 0.06%
+13,598
132
$352K 0.06%
1,918
-184
133
$350K 0.06%
2,640
+551
134
$337K 0.06%
4,535
135
$335K 0.06%
+4,824
136
$334K 0.06%
4,893
+490
137
$333K 0.06%
30,105
+2,765
138
$328K 0.05%
4,000
139
$328K 0.05%
11,493
-807
140
$323K 0.05%
6,236
+17
141
$322K 0.05%
1,047
+100
142
$312K 0.05%
4,666
-115
143
$312K 0.05%
3,685
144
$308K 0.05%
8,468
145
$306K 0.05%
10,079
+276
146
$299K 0.05%
+3,577
147
$298K 0.05%
3,526
148
$287K 0.05%
+4,110
149
$280K 0.05%
9,763
+2,206
150
$279K 0.05%
+3,735
4 5
6
7 8