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
351
$53K 0.01%
+468
352
$53K 0.01%
+491
353
$53K 0.01%
+317
354
$53K 0.01%
+1,224
355
$53K 0.01%
+477
356
$52K 0.01%
+200
357
$52K 0.01%
+329
358
$52K 0.01%
+480
359
$52K 0.01%
+1,228
360
$52K 0.01%
+177
361
$52K 0.01%
+544
362
$51K 0.01%
+900
363
$51K 0.01%
+5,250
364
$51K 0.01%
+259
365
$50K 0.01%
+631
366
$50K 0.01%
+1,033
367
$49K 0.01%
+936
368
$49K 0.01%
+904
369
$49K 0.01%
+3,500
370
$49K 0.01%
+1,350
371
$48K 0.01%
+2,737
372
$48K 0.01%
+371
373
$47K 0.01%
+1,292
374
$47K 0.01%
+697
375
$47K 0.01%
+1,525
13 14
15
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