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 Ltd
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
251
$100K 0.02%
+3,079
252
$100K 0.02%
+161
253
$99K 0.02%
+1,402
254
$99K 0.02%
+1,540
255
$98K 0.02%
+1,875
256
$98K 0.02%
+3,670
257
$97K 0.02%
+3,181
258
$97K 0.02%
+1,164
259
$97K 0.02%
+872
260
$96K 0.02%
+679
261
$96K 0.02%
+1,467
262
$96K 0.02%
+612
263
$95K 0.02%
+1,998
264
$94K 0.02%
+1,390
265
$94K 0.02%
+773
266
$94K 0.02%
+1,471
267
$93K 0.02%
+1,997
268
$92K 0.02%
+1,028
269
$91K 0.02%
+2,424
270
$91K 0.02%
+4,188
271
$89K 0.02%
+999
272
$89K 0.02%
+1,555
273
$89K 0.02%
+1,062
274
$88K 0.01%
+800
275
$88K 0.01%
+1,652
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