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
176
$207K 0.03%
+3,001
177
$207K 0.03%
+1,373
178
$206K 0.03%
+2,247
179
$203K 0.03%
+3,149
180
$202K 0.03%
+1,890
181
$201K 0.03%
3,894
182
$142K 0.02%
10,643
183
$138K 0.02%
12,838
-161
184
$20K ﹤0.01%
575
+25
185
– –
-4,546
186
– –
-4,050
187
– –
-3,657
188
– –
-23,618
189
– –
-1,262
190
– –
-36,905
4 5 6 7
8