DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
1-Year Est. Return
9.32%
1 Year Est. Return
-9.32%
AUM
$1.24B
AUM Growth
-$148M
(-11%)
Holding
256
Top Buys
| 1 | +$58.1M | |
| 2 | +$7.86M | |
| 3 | +$5.57M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$2.24M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.87M |
Top Sells
| 1 | +$18.8M | |
| 2 | +$18.7M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Communication Services ETF
VOX
$5.69B
| – | – |
-3,322
|
|
||
252
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-5,064
|
|
||
253
Health Care Select Sector SPDR Fund
XLV
$35.3B
| – | – |
-1,509
|
|
||
|
XYZ
254
Block Inc
XYZ
$45.8B
| – | – |
-2,390
|
|
||
|
DISCK
255
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| – | – |
-14,367
|
|