DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.65M
3
+$1.95M
4
C icon
Citigroup
C
+$1.86M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.3M

Top Sells

1
+$7.84M
2
+$3.98M
3
+$3.39M
4
ZTS icon
Zoetis
ZTS
+$1.94M
5
MSFT icon
Microsoft
MSFT
+$689K

Sector Composition

1 Energy 16.2%
2 Financials 15.6%
3 Healthcare 15.13%
4 Technology 13.73%
5 Consumer Staples 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,069
152
– –
-1,622
153
– –
-6,400
154
– –
-3,924
3 4 5 6
7