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 Limited
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
276
$88K 0.01%
+1,647
277
$87K 0.01%
+1,824
278
$85K 0.01%
+893
279
$85K 0.01%
+2,960
280
$84K 0.01%
+1,091
281
$84K 0.01%
+2,578
282
$84K 0.01%
+769
283
$83K 0.01%
+600
284
$82K 0.01%
+281
285
$82K 0.01%
+5,281
286
$81K 0.01%
+858
287
$81K 0.01%
+2,429
288
$80K 0.01%
+1,456
289
$79K 0.01%
+692
290
$78K 0.01%
+1,546
291
$77K 0.01%
+2,759
292
$76K 0.01%
+1,000
293
$76K 0.01%
+2,227
294
$75K 0.01%
+5,564
295
$75K 0.01%
+1,700
296
$74K 0.01%
+675
297
$74K 0.01%
+1,262
298
$74K 0.01%
+1,696
299
$73K 0.01%
+2,950
300
$73K 0.01%
+1,398
10 11
12
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