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
$983M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.11M
3
+$2.03M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.95M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.81M

Top Sells

1
+$2.21M
2
+$1.47M
3
+$1.43M
4
CVX icon
Chevron
CVX
+$1.3M
5
STZ icon
Constellation Brands
STZ
+$1.28M

Sector Composition

1 Technology 22.37%
2 Healthcare 13.15%
3 Financials 12.18%
4 Consumer Discretionary 9.51%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$391K 0.04%
6,308
-1,212
152
$382K 0.04%
8,199
+213
153
$379K 0.04%
1,667
154
$376K 0.04%
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155
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4,350
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156
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157
$366K 0.04%
2,083
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158
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7,496
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159
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2,469
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160
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161
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4,135
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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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168
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169
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170
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171
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17,026
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172
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-100
173
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924
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174
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1,544
175
$275K 0.03%
1,730
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