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
$606M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.47M
3
+$4.46M
4
PFE icon
Pfizer
PFE
+$1.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.39M

Top Sells

1
+$15.2M
2
+$7.78M
3
+$6.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M
5
ZTS icon
Zoetis
ZTS
+$1.92M

Sector Composition

1 Financials 16.29%
2 Energy 14.97%
3 Healthcare 14.42%
4 Technology 12.46%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$276K 0.05%
1,736
-105
152
$275K 0.05%
4,651
153
$268K 0.04%
2,147
-503
154
$258K 0.04%
+3,500
155
$256K 0.04%
+3,144
156
$253K 0.04%
2,000
157
$252K 0.04%
1,743
+1
158
$251K 0.04%
3,008
-125
159
$249K 0.04%
2,918
-73
160
$236K 0.04%
+39,800
161
$234K 0.04%
+6,881
162
$231K 0.04%
+6,478
163
$228K 0.04%
+8,641
164
$224K 0.04%
+3,216
165
$223K 0.04%
+907
166
$220K 0.04%
+1,531
167
$220K 0.04%
1,627
+2
168
$216K 0.04%
41,223
+597
169
$216K 0.04%
+6,156
170
$215K 0.04%
3,300
171
$215K 0.04%
+6,741
172
$214K 0.04%
1,149
+104
173
$209K 0.03%
4,666
-741
174
$209K 0.03%
3,966
175
$208K 0.03%
+4,831
4 5 6
7
8