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
176
$151K 0.02%
18,000
177
$149K 0.02%
10,643
178
$145K 0.02%
18,500
179
– –
-39,533
180
– –
-905
181
– –
-12,644
182
– –
-3,039
183
– –
-42,285
184
– –
-63,010
185
– –
-6,846
186
– –
-8,722
187
– –
-1,260
188
– –
-10,811
189
– –
-2,723
4 5 6 7
8