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
State Street Energy Select Sector SPDR ETF
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 Inc. Common Stock
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
– –
-6,846
180
– –
-42,285
181
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-63,010
182
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-8,722
183
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-1,260
184
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-10,811
185
– –
-2,723
186
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-39,533
187
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-905
188
– –
-12,644
189
– –
-3,039
4 5 6 7
8