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
$644M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$898K
3
+$667K
4
XOM icon
Exxon Mobil
XOM
+$601K
5
FCX icon
Freeport-McMoran
FCX
+$584K

Top Sells

1
+$6.7M
2
+$5.84M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$887K
5
TD icon
Toronto Dominion Bank
TD
+$643K

Sector Composition

1 Financials 16.05%
2 Healthcare 14.64%
3 Energy 14.09%
4 Technology 13.54%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$415K 0.06%
+8,550
127
$412K 0.06%
2,031
+113
128
$385K 0.06%
4,535
129
$384K 0.06%
3,872
+187
130
$384K 0.06%
5,067
+18
131
$382K 0.06%
8,894
-322
132
$377K 0.06%
13,654
+56
133
$373K 0.06%
2,487
-153
134
$373K 0.06%
1,396
-358
135
$369K 0.06%
12,841
-486
136
$363K 0.06%
4,825
+1
137
$358K 0.06%
1,127
+80
138
$356K 0.06%
4,676
-213
139
$350K 0.05%
3,332
+12
140
$348K 0.05%
3,526
141
$339K 0.05%
9,377
+2,496
142
$330K 0.05%
3,075
+157
143
$325K 0.05%
6,236
144
$323K 0.05%
3,399
-178
145
$315K 0.05%
4,637
-29
146
$314K 0.05%
3,598
+590
147
$314K 0.05%
1,739
+3
148
$308K 0.05%
3,983
+767
149
$308K 0.05%
8,468
150
$295K 0.05%
1,745
+2
4 5
6
7 8