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
426
$34K 0.01%
+1,000
427
$34K 0.01%
+333
428
$34K 0.01%
+200
429
$34K 0.01%
+1,210
430
$33K 0.01%
+1,300
431
$33K 0.01%
+300
432
$33K 0.01%
+2,938
433
$33K 0.01%
+1,024
434
$33K 0.01%
+1,978
435
$33K 0.01%
+1,731
436
$33K 0.01%
+620
437
$33K 0.01%
+817
438
$32K 0.01%
+105
439
$32K 0.01%
+1,194
440
$32K 0.01%
+2,044
441
$32K 0.01%
+930
442
$32K 0.01%
+1,281
443
$32K 0.01%
+887
444
$31K 0.01%
+250
445
$31K 0.01%
+1,156
446
$31K 0.01%
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447
$31K 0.01%
+350
448
$31K 0.01%
+271
449
$31K 0.01%
+2,337
450
$30K 0.01%
+901