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
$759M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$6.62M
3 +$5.8M
4
ZTS icon
Zoetis
ZTS
+$5.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.2M

Top Sells

1 +$2.92M
2 +$2.78M
3 +$2.25M
4
WMB icon
Williams Companies
WMB
+$2M
5
WMT icon
Walmart
WMT
+$970K

Sector Composition

1 Technology 19.17%
2 Healthcare 13.37%
3 Financials 12.96%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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3,566
-271
127
$390K 0.05%
5,601
-94
128
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3,901
-647
129
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131
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132
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133
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134
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-494
135
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136
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137
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138
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139
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140
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141
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143
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4,473
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144
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145
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146
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2,039
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147
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148
$278K 0.04%
25,467
149
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2,391
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150
$276K 0.04%
7,494
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