DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
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
863
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.58M
3
+$2.05M
4
COR icon
Cencora
COR
+$570K
5
AMZN icon
Amazon
AMZN
+$509K

Top Sells

1
+$12.4M
2
+$608K
3
+$547K
4
MSFT icon
Microsoft
MSFT
+$335K
5
BA icon
Boeing
BA
+$310K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$40K 0.01%
+933
402
$39K 0.01%
+630
403
$39K 0.01%
+976
404
$39K 0.01%
+844
405
$39K 0.01%
+2,909
406
$39K 0.01%
+770
407
$39K 0.01%
+300
408
$39K 0.01%
+335
409
$38K 0.01%
+666
410
$38K 0.01%
+169
411
$38K 0.01%
+350
412
$38K 0.01%
+546
413
$38K 0.01%
+1,210
414
$38K 0.01%
+827
415
$38K 0.01%
+2,250
416
$37K 0.01%
+500
417
$37K 0.01%
+1,260
418
$37K 0.01%
+1,623
419
$37K 0.01%
+870
420
$37K 0.01%
+2,015
421
$37K 0.01%
+912
422
$37K 0.01%
+2,064
423
$37K 0.01%
+1,837
424
$36K 0.01%
+1,157
425
$36K 0.01%
+1,000
15 16
17
18 19