We are live on ! Find out more
DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$8.08M
3
+$6.72M
4
PAYX icon
Paychex
PAYX
+$6.03M
5
AAPL icon
Apple
AAPL
+$5.48M

Top Sells

1
+$6.95M
2
+$6.38M
3
+$3.65M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Sector Composition

1 Financials 17.34%
2 Technology 16.34%
3 Healthcare 12.98%
4 Consumer Staples 9.82%
5 Energy 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,350
252
– –
-1,281
253
– –
-887
254
– –
-3
255
– –
-341
256
– –
-733
257
– –
-1,000
258
– –
-14,500
259
– –
-3,977
260
– –
-1,824
261
– –
-1,700
262
– –
-500
263
– –
-458
264
– –
-220
265
– –
-652
266
– –
-18
267
– –
-100
268
– –
-647
269
– –
-467
270
– –
-412
271
– –
-1,972
272
– –
-1,000
273
– –
-16
274
– –
-145
275
– –
-660
9 10
11
12 13