DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
This Quarter Return
-11.15%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$1.24B
AUM Growth
+$1.24B
(-11%)
Cap. Flow
+$43.4M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
30.88%
Holding
256
New
8
Increased
94
Reduced
81
Closed
46
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$58.1M |
| 2 |
Amazon
AMZN
|
$23.2M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.86M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.57M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.24M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$18.8M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$18.7M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.14M |
| 4 |
Verizon
VZ
|
$2.85M |
| 5 |
Adobe
ADBE
|
$1.56M |
Sector Composition
| 1 | Technology | 18% |
| 2 | Healthcare | 11.99% |
| 3 | Financials | 10.92% |
| 4 | Consumer Discretionary | 7.37% |
| 5 | Consumer Staples | 6.65% |
