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
$1.39B
AUM Growth
-$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$5.19M
3
+$4.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.43M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.11M

Top Sells

1
+$6.99M
2
+$5.94M
3
+$1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$846K
5
VLY icon
Valley National Bancorp
VLY
+$376K

Sector Composition

1 Technology 20.12%
2 Financials 11.67%
3 Healthcare 10.92%
4 Consumer Discretionary 7.91%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$521K 0.04%
8,098
+365
152
$519K 0.04%
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153
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4,363
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154
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156
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165
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169
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173
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174
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175
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