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
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156
$253K 0.04%
2,000
157
$252K 0.04%
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+1
158
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$249K 0.04%
2,918
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160
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161
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162
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163
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164
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165
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166
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167
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170
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3,300
171
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172
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1,149
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174
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3,966
175
$208K 0.03%
+4,831