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
276
$88K 0.01%
+4,225
277
$88K 0.01%
+760
278
$87K 0.01%
+5,917
279
$86K 0.01%
+1,262
280
$86K 0.01%
+1,018
281
$85K 0.01%
+1,288
282
$85K 0.01%
+1,389
283
$85K 0.01%
+1,010
284
$85K 0.01%
+7,266
285
$84K 0.01%
+629
286
$83K 0.01%
+1,248
287
$83K 0.01%
+1,415
288
$81K 0.01%
+5,687
289
$80K 0.01%
+1,548
290
$80K 0.01%
+1,438
291
$80K 0.01%
+1,639
292
$80K 0.01%
+4,497
293
$79K 0.01%
+2,602
294
$78K 0.01%
+1,000
295
$78K 0.01%
+1,000
296
$77K 0.01%
+571
297
$77K 0.01%
+1,775
298
$77K 0.01%
+467
299
$76K 0.01%
+1,020
300
$76K 0.01%
+1,736
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