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
176
$274K 0.03%
+8,468
177
$271K 0.03%
5,895
-80
178
$271K 0.03%
4,250
179
$267K 0.03%
3,910
+224
180
$266K 0.03%
2,894
+23
181
$266K 0.03%
918
-100
182
$265K 0.03%
490
183
$261K 0.03%
2,831
+720
184
$261K 0.03%
2,227
-164
185
$260K 0.03%
+2,363
186
$259K 0.03%
3,586
+150
187
$253K 0.03%
3,384
188
$250K 0.03%
+3,115
189
$244K 0.02%
17,015
190
$240K 0.02%
+1,893
191
$234K 0.02%
+1,830
192
$230K 0.02%
+1,620
193
$228K 0.02%
+3,695
194
$221K 0.02%
3,310
195
$219K 0.02%
+1,261
196
$217K 0.02%
+7,210
197
$217K 0.02%
+927
198
$214K 0.02%
+2,939
199
$214K 0.02%
1,202
-59
200
$213K 0.02%
+295
5 6 7
8
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