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
$983M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$2.11M
2 +$2.11M
3 +$2.03M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.95M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.81M

Top Sells

1 +$2.21M
2 +$1.47M
3 +$1.43M
4
CVX icon
Chevron
CVX
+$1.3M
5
STZ icon
Constellation Brands
STZ
+$1.28M

Sector Composition

1 Technology 22.37%
2 Healthcare 13.15%
3 Financials 12.18%
4 Consumer Discretionary 9.51%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$606K 0.06%
46,400
+4,400
127
$588K 0.06%
2,745
+20
128
$583K 0.06%
7,038
-120
129
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1,619
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130
$552K 0.06%
3,902
131
$533K 0.05%
2,435
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132
$531K 0.05%
1,738
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133
$512K 0.05%
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134
$512K 0.05%
15,549
-6,238
135
$505K 0.05%
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136
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4,180
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137
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12,146
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138
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+4,760
139
$446K 0.05%
3,634
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140
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14,367
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143
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2,438
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144
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1,733
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146
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147
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8,061
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148
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+4,713
149
$405K 0.04%
3,431
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150
$393K 0.04%
2,005
-35