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
326
$61K 0.01%
+2,048
327
$61K 0.01%
+640
328
$61K 0.01%
+1,000
329
$60K 0.01%
+1,550
330
$60K 0.01%
+3,417
331
$59K 0.01%
+583
332
$59K 0.01%
+1,651
333
$59K 0.01%
+864
334
$59K 0.01%
+2,251
335
$58K 0.01%
+301
336
$58K 0.01%
+630
337
$58K 0.01%
+1,150
338
$57K 0.01%
+2,232
339
$57K 0.01%
+1,878
340
$56K 0.01%
+1,366
341
$56K 0.01%
+512
342
$56K 0.01%
+3,928
343
$55K 0.01%
+1,901
344
$55K 0.01%
+1,134
345
$55K 0.01%
+1,550
346
$55K 0.01%
+300
347
$55K 0.01%
+5,000
348
$55K 0.01%
+1,500
349
$54K 0.01%
+450
350
$54K 0.01%
+931
12 13
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