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
176
$382K 0.03%
1,249
+19
177
$379K 0.03%
25,342
178
$378K 0.03%
5,692
-239
179
$364K 0.03%
6,420
+25
180
$359K 0.03%
14,367
181
$356K 0.03%
6,635
+45
182
$356K 0.03%
3,600
183
$348K 0.03%
16,626
+100
184
$348K 0.03%
1,561
-4
185
$346K 0.02%
6,644
186
$342K 0.02%
1,667
187
$338K 0.02%
3,342
+17
188
$338K 0.02%
4,270
-40
189
$337K 0.02%
1,915
+618
190
$335K 0.02%
4,043
-177
191
$332K 0.02%
4,279
-199
192
$332K 0.02%
4,506
+1,240
193
$325K 0.02%
15,225
194
$324K 0.02%
2,390
+100
195
$312K 0.02%
3,578
-85
196
$307K 0.02%
1,987
197
$305K 0.02%
+2,041
198
$303K 0.02%
2,387
-190
199
$297K 0.02%
2,937
-363
200
$295K 0.02%
+51,068
6 7
8
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