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
376
$47K 0.01%
+412
377
$46K 0.01%
+560
378
$46K 0.01%
+547
379
$45K 0.01%
+2,400
380
$45K 0.01%
+460
381
$45K 0.01%
+3,000
382
$45K 0.01%
+500
383
$45K 0.01%
+1,281
384
$44K 0.01%
+1,275
385
$44K 0.01%
+2,208
386
$44K 0.01%
+715
387
$44K 0.01%
+125
388
$44K 0.01%
+1,480
389
$44K 0.01%
+1,050
390
$44K 0.01%
+3,300
391
$43K 0.01%
+1,200
392
$43K 0.01%
+700
393
$43K 0.01%
+1,000
394
$42K 0.01%
+1,470
395
$42K 0.01%
+309
396
$42K 0.01%
+3,631
397
$42K 0.01%
+2,220
398
$42K 0.01%
+765
399
$41K 0.01%
+1,185
400
$40K 0.01%
+170
14 15
16
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