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
301
$73K 0.01%
+2,961
302
$72K 0.01%
+7,266
303
$70K 0.01%
+837
304
$70K 0.01%
+467
305
$69K 0.01%
+2,400
306
$69K 0.01%
+1,736
307
$68K 0.01%
+2,531
308
$66K 0.01%
+1,430
309
$65K 0.01%
+944
310
$65K 0.01%
+1,153
311
$65K 0.01%
+175
312
$65K 0.01%
+1,353
313
$65K 0.01%
+458
314
$64K 0.01%
+3,108
315
$63K 0.01%
+4,083
316
$63K 0.01%
+622
317
$63K 0.01%
+597
318
$63K 0.01%
+560
319
$62K 0.01%
+691
320
$62K 0.01%
+329
321
$61K 0.01%
+200
322
$61K 0.01%
+1,440
323
$61K 0.01%
+2,048
324
$60K 0.01%
+3,922
325
$59K 0.01%
+660
11 12
13
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