DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
This Quarter Return
+5.76%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$592M
AUM Growth
+$592M
(+3.6%)
Cap. Flow
-$6M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
34.02%
Holding
173
New
21
Increased
74
Reduced
56
Closed
2
Top Buys
| 1 |
Colgate-Palmolive
CL
|
$1.96M |
| 2 |
Merck
MRK
|
$1.46M |
| 3 |
Macy's
M
|
$642K |
| 4 |
Charter Communications
CHTR
|
$626K |
| 5 |
Manulife Financial
MFC
|
$495K |
Top Sells
| 1 |
WFT
Weatherford International plc
WFT
|
$2.79M |
| 2 |
GE Aerospace
GE
|
$2.46M |
| 3 |
Schlumberger
SLB
|
$2.35M |
| 4 |
Microsoft
MSFT
|
$1.87M |
| 5 |
PPL Corp
PPL
|
$1.32M |
Sector Composition
| 1 | Financials | 16.37% |
| 2 | Energy | 14.81% |
| 3 | Technology | 14.77% |
| 4 | Healthcare | 14.52% |
| 5 | Consumer Staples | 10.54% |
