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
351
$51K 0.01%
+1,866
352
$51K 0.01%
+1,007
353
$50K 0.01%
+1,400
354
$50K 0.01%
+805
355
$50K 0.01%
+1,901
356
$50K 0.01%
+300
357
$50K 0.01%
+870
358
$49K 0.01%
+1,500
359
$49K 0.01%
+939
360
$48K 0.01%
+582
361
$48K 0.01%
1,315
-55,483
362
$48K 0.01%
+1,691
363
$48K 0.01%
+629
364
$48K 0.01%
+2,197
365
$47K 0.01%
+5,000
366
$47K 0.01%
+3,442
367
$47K 0.01%
+1,207
368
$46K 0.01%
+1,200
369
$46K 0.01%
+1,000
370
$46K 0.01%
+5,250
371
$46K 0.01%
1,631
-7,267
372
$45K 0.01%
+631
373
$45K 0.01%
+900
374
$45K 0.01%
+230
375
$45K 0.01%
+1,701
13 14
15
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