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
401
$40K 0.01%
+933
402
$39K 0.01%
+976
403
$39K 0.01%
+335
404
$39K 0.01%
+630
405
$39K 0.01%
+844
406
$39K 0.01%
+2,909
407
$39K 0.01%
+770
408
$39K 0.01%
+300
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%
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415
$38K 0.01%
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416
$37K 0.01%
+2,064
417
$37K 0.01%
+500
418
$37K 0.01%
+1,260
419
$37K 0.01%
+1,623
420
$37K 0.01%
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421
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422
$37K 0.01%
+912
423
$37K 0.01%
+1,837
424
$36K 0.01%
+1,000
425
$36K 0.01%
+1,157