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
201
$211K 0.02%
+3,053
202
$210K 0.02%
3,577
-433
203
$210K 0.02%
+1,207
204
$207K 0.02%
+961
205
$205K 0.02%
+1,552
206
$203K 0.02%
+633
207
$201K 0.02%
+445
208
$167K 0.02%
18,000
209
$164K 0.02%
10,643
210
$148K 0.02%
14,398
211
$77K 0.01%
13,500
212
– –
-430
213
– –
-1,499
214
– –
-3,254
215
– –
-4,024
5 6 7 8
9