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
$491M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$27.3M
2 +$22.3M
3 +$20.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$19.3M
5
QCOM icon
Qualcomm
QCOM
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.64%
2 Financials 14.98%
3 Technology 13.92%
4 Energy 13.79%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.3M 5.56%
+414,047
2
$22.3M 4.55%
+279,770
3
$20.7M 4.22%
+252,401
4
$19.3M 3.94%
+155,314
5
$18M 3.66%
+313,163
6
$15.7M 3.2%
+531,206
7
$15.2M 3.11%
+173,472
8
$14.6M 2.97%
+267,943
9
$14.3M 2.92%
+441,893
10
$13.5M 2.75%
+94,472
11
$13.2M 2.69%
+122,754
12
$12.8M 2.6%
+141,965
13
$12.2M 2.48%
+337,456
14
$11.8M 2.41%
+492,510
15
$11M 2.24%
+122,280
16
$10.6M 2.16%
+190,116
17
$10.1M 2.06%
+116,770
18
$9.05M 1.84%
+151,214
19
$8.9M 1.81%
+38,749
20
$8.13M 1.66%
+119,750
21
$8.06M 1.64%
+126,892
22
$7.97M 1.62%
+163,545
23
$7.84M 1.6%
+120,389
24
$7.45M 1.52%
+175,416
25
$7.39M 1.51%
+223,085