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
$396K 0.05%
3,566
-271
127
$390K 0.05%
5,601
-94
128
$383K 0.05%
3,901
-647
129
$378K 0.05%
39,800
+600
130
$370K 0.05%
2,992
-298
131
$362K 0.05%
2,776
-355
132
$361K 0.05%
7,574
+14
133
$330K 0.04%
13,902
-6,181
134
$330K 0.04%
3,120
-494
135
$322K 0.04%
23,625
-1,000
136
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-25
137
$313K 0.04%
1,567
-133
138
$312K 0.04%
3,657
139
$312K 0.04%
4,491
-1,198
140
$308K 0.04%
4,993
-721
141
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2,147
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142
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3,634
+15
143
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4,473
-39
144
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1,083
145
$293K 0.04%
15,213
146
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2,039
-1,490
147
$289K 0.04%
1,667
-50
148
$278K 0.04%
25,467
149
$276K 0.04%
2,391
+6
150
$276K 0.04%
7,494
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4 5
6
7 8