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
301
$76K 0.01%
+560
302
$75K 0.01%
+944
303
$74K 0.01%
+359
304
$72K 0.01%
+5,250
305
$71K 0.01%
+4,128
306
$70K 0.01%
+660
307
$70K 0.01%
+517
308
$69K 0.01%
+583
309
$68K 0.01%
+2,175
310
$68K 0.01%
+576
311
$68K 0.01%
+1,365
312
$68K 0.01%
+840
313
$68K 0.01%
+1,642
314
$67K 0.01%
+750
315
$67K 0.01%
+3,063
316
$66K 0.01%
+1,548
317
$66K 0.01%
+765
318
$65K 0.01%
+500
319
$64K 0.01%
+1,600
320
$63K 0.01%
+1,200
321
$63K 0.01%
+1,120
322
$63K 0.01%
+852
323
$63K 0.01%
+200
324
$62K 0.01%
+1,941
325
$61K 0.01%
+1,741
11 12
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