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
401
$40K 0.01%
+2,625
402
$40K 0.01%
+707
403
$40K 0.01%
+3,000
404
$40K 0.01%
+560
405
$40K 0.01%
+3,034
406
$39K 0.01%
+800
407
$39K 0.01%
+908
408
$39K 0.01%
+2,600
409
$39K 0.01%
+3,300
410
$38K 0.01%
+750
411
$38K 0.01%
+838
412
$38K 0.01%
+1,731
413
$38K 0.01%
+172
414
$38K 0.01%
+535
415
$37K 0.01%
+2,111
416
$36K 0.01%
+726
417
$36K 0.01%
+3,006
418
$36K 0.01%
+544
419
$35K 0.01%
+2,332
420
$35K 0.01%
+2,000
421
$35K 0.01%
+869
422
$35K 0.01%
62,250
-1,394,229
423
$34K 0.01%
+500
424
$34K 0.01%
+300
425
$34K 0.01%
+1,569
15 16
17
18 19