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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$117K 0.02%
+396
252
$117K 0.02%
+1,409
253
$114K 0.02%
+1,805
254
$110K 0.02%
+1,997
255
$109K 0.02%
+161
256
$108K 0.01%
+4,355
257
$108K 0.01%
+640
258
$106K 0.01%
+2,356
259
$106K 0.01%
+3,361
260
$105K 0.01%
2,004
-40
261
$105K 0.01%
+893
262
$103K 0.01%
+677
263
$103K 0.01%
+927
264
$102K 0.01%
+1,185
265
$101K 0.01%
+281
266
$100K 0.01%
+1,001
267
$97K 0.01%
+1,029
268
$96K 0.01%
+1,920
269
$96K 0.01%
+1,625
270
$96K 0.01%
+3,261
271
$93K 0.01%
+858
272
$93K 0.01%
+2,950
273
$91K 0.01%
+2,961
274
$89K 0.01%
+2,861
275
$88K 0.01%
+2,759
9 10
11
12 13