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
326
$59K 0.01%
+551
327
$59K 0.01%
+852
328
$58K 0.01%
+500
329
$58K 0.01%
+983
330
$58K 0.01%
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331
$56K 0.01%
+299
332
$56K 0.01%
+6,000
333
$56K 0.01%
+1,472
334
$56K 0.01%
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335
$56K 0.01%
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336
$55K 0.01%
+1,680
337
$55K 0.01%
+398
338
$54K 0.01%
+1,120
339
$54K 0.01%
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340
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341
$53K 0.01%
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342
$53K 0.01%
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343
$53K 0.01%
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344
$53K 0.01%
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345
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346
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347
$52K 0.01%
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348
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349
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350
$51K 0.01%
+628