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
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Limited
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$119K 0.02%
+2,666
227
$119K 0.02%
35,800
-5,480
228
$118K 0.02%
+2,746
229
$118K 0.02%
+1,649
230
$116K 0.02%
+1,774
231
$115K 0.02%
+961
232
$114K 0.02%
+1,797
233
$114K 0.02%
+2,000
234
$112K 0.02%
+1,400
235
$108K 0.02%
+1,177
236
$107K 0.02%
13,959
-14,315
237
$106K 0.02%
+1,255
238
$105K 0.02%
+1,419
239
$105K 0.02%
+2,130
240
$105K 0.02%
+1,810
241
$105K 0.02%
+4,150
242
$105K 0.02%
+3,291
243
$105K 0.02%
+2,178
244
$104K 0.02%
+3,500
245
$104K 0.02%
+12,064
246
$103K 0.02%
+1,400
247
$103K 0.02%
+1,580
248
$103K 0.02%
+1,000
249
$102K 0.02%
+1,257
250
$102K 0.02%
+2,675
8 9
10
11 12