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
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.62M
3
+$2.35M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.29M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.21M

Top Sells

1
+$2.35M
2
+$1.57M
3
+$805K
4
EA icon
Electronic Arts
EA
+$719K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$613K

Sector Composition

1 Technology 21.77%
2 Financials 11.65%
3 Healthcare 11.42%
4 Consumer Discretionary 8.36%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$202K 0.01%
2,998
-441
227
$202K 0.01%
547
228
$188K 0.01%
+12,467
229
$171K 0.01%
10,643
230
$158K 0.01%
14,509
+500
231
$117K 0.01%
10,000
232
$101K 0.01%
6,594
233
– –
-4,357
234
– –
-449
235
– –
-1,001
236
– –
-2,384
237
– –
-3,007
6 7 8 9
10