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
$1.26B
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Sells

1 +$2.68M
2 +$1.64M
3 +$1.51M
4
T icon
AT&T
T
+$1.5M
5
OGN icon
Organon & Co
OGN
+$520K

Sector Composition

1 Technology 20.78%
2 Financials 12.71%
3 Healthcare 11.18%
4 Consumer Discretionary 8.41%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-17,169
227
-1,161