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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$149K 0.02%
10,643
227
$146K 0.02%
14,279
-4,596
228
$144K 0.02%
+1,922
229
$143K 0.02%
+2,609
230
$142K 0.02%
+1,255
231
$142K 0.02%
+1,241
232
$141K 0.02%
+2,210
233
$140K 0.02%
+1,400
234
$139K 0.02%
+1,084
235
$139K 0.02%
+1,850
236
$138K 0.02%
+3,619
237
$137K 0.02%
+897
238
$133K 0.02%
+2,972
239
$133K 0.02%
+1,651
240
$131K 0.02%
+31,800
241
$131K 0.02%
+1,297
242
$127K 0.02%
+1,251
243
$127K 0.02%
+3,084
244
$127K 0.02%
+687
245
$126K 0.02%
+1,390
246
$125K 0.02%
+1,424
247
$123K 0.02%
+1,420
248
$120K 0.02%
+1,582
249
$119K 0.02%
+1,540
250
$118K 0.02%
+1,486
8 9
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