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
$644M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$898K
3
+$667K
4
XOM icon
Exxon Mobil
XOM
+$601K
5
FCX icon
Freeport-McMoran
FCX
+$584K

Top Sells

1
+$6.7M
2
+$5.84M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$887K
5
TD icon
Toronto Dominion Bank
TD
+$643K

Sector Composition

1 Financials 16.05%
2 Healthcare 14.64%
3 Energy 14.09%
4 Technology 13.54%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$293K 0.05%
4,001
-892
152
$290K 0.05%
6,594
+1,763
153
$290K 0.05%
41,280
+1,480
154
$287K 0.04%
2,147
155
$284K 0.04%
4,651
156
$281K 0.04%
+3,513
157
$280K 0.04%
9,006
-1,073
158
$279K 0.04%
4,113
+3
159
$276K 0.04%
3,052
-92
160
$273K 0.04%
9,763
161
$270K 0.04%
3,502
+2
162
$268K 0.04%
7,008
+852
163
$265K 0.04%
2,006
+6
164
$263K 0.04%
+2,026
165
$262K 0.04%
28,274
-1,831
166
$260K 0.04%
8,898
-2,595
167
$257K 0.04%
7,535
+794
168
$251K 0.04%
4,526
+560
169
$249K 0.04%
937
+30
170
$248K 0.04%
1,376
+3
171
$247K 0.04%
3,140
-9
172
$240K 0.04%
+6,807
173
$234K 0.04%
+2,112
174
$229K 0.04%
43,537
+2,314
175
$226K 0.04%
8,680
+39
4 5 6
7
8