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
201
$295K 0.02%
8,468
202
$291K 0.02%
1,837
-61
203
$290K 0.02%
3,060
-965
204
$289K 0.02%
858
205
$287K 0.02%
1,823
+195
206
$273K 0.02%
1,552
207
$270K 0.02%
3,538
+263
208
$268K 0.02%
1,938
-62
209
$264K 0.02%
10,220
+477
210
$261K 0.02%
5,064
-2,975
211
$258K 0.02%
3,263
-24
212
$250K 0.02%
1,431
213
$249K 0.02%
2,538
+50
214
$249K 0.02%
1,541
+1
215
$247K 0.02%
+18,274
216
$241K 0.02%
843
217
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1,329
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218
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219
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3,267
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220
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3,695
221
$232K 0.02%
+1,538
222
$228K 0.02%
918
-11
223
$226K 0.02%
1,114
224
$226K 0.02%
+7,053
225
$225K 0.02%
3,095
+42
7 8
9
10 11