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
426
$35K ﹤0.01%
+1,300
427
$35K ﹤0.01%
+446
428
$35K ﹤0.01%
+905
429
$35K ﹤0.01%
+200
430
$35K ﹤0.01%
+244
431
$34K ﹤0.01%
+662
432
$34K ﹤0.01%
+783
433
$34K ﹤0.01%
+250
434
$34K ﹤0.01%
+715
435
$34K ﹤0.01%
+319
436
$34K ﹤0.01%
+1,731
437
$33K ﹤0.01%
+3,200
438
$33K ﹤0.01%
+830
439
$33K ﹤0.01%
+195
440
$32K ﹤0.01%
+400
441
$32K ﹤0.01%
+85
442
$32K ﹤0.01%
+364
443
$32K ﹤0.01%
+666
444
$32K ﹤0.01%
+465
445
$32K ﹤0.01%
+264
446
$32K ﹤0.01%
+663
447
$31K ﹤0.01%
+200
448
$31K ﹤0.01%
+1,032
449
$31K ﹤0.01%
+571
450
$31K ﹤0.01%
+536
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