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
$759M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.62M
3
+$5.8M
4
ZTS icon
Zoetis
ZTS
+$5.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.2M

Top Sells

1
+$2.92M
2
+$2.78M
3
+$2.25M
4
WMB icon
Williams Companies
WMB
+$2M
5
WMT icon
Walmart
WMT
+$970K

Sector Composition

1 Technology 19.17%
2 Healthcare 13.37%
3 Financials 12.96%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$273K 0.04%
3,790
+6
152
$271K 0.04%
3,970
-1,340
153
$257K 0.03%
+17,015
154
$256K 0.03%
6,819
-765
155
$253K 0.03%
13,945
-824
156
$246K 0.03%
1,643
-199
157
$245K 0.03%
1,394
+1
158
$242K 0.03%
4,244
-407
159
$240K 0.03%
30,710
-2,500
160
$239K 0.03%
16,516
161
$237K 0.03%
521
-79
162
$234K 0.03%
+8,468
163
$222K 0.03%
435
-186
164
$222K 0.03%
1,653
-63
165
$222K 0.03%
1,945
-79
166
$220K 0.03%
2,856
-958
167
$217K 0.03%
+3,593
168
$217K 0.03%
3,341
-1,136
169
$212K 0.03%
5,965
-7,520
170
$212K 0.03%
4,625
-1,063
171
$209K 0.03%
4,084
-216
172
$207K 0.03%
+3,310
173
$204K 0.03%
+2,836
174
$202K 0.03%
1,500
-818
175
$157K 0.02%
14,398
4 5 6
7
8