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
451
$30K ﹤0.01%
+1,010
452
$30K ﹤0.01%
+107
453
$30K ﹤0.01%
+775
454
$30K ﹤0.01%
+330
455
$30K ﹤0.01%
+209
456
$30K ﹤0.01%
+203
457
$29K ﹤0.01%
+2,698
458
$29K ﹤0.01%
+383
459
$29K ﹤0.01%
+297
460
$29K ﹤0.01%
+1,600
461
$28K ﹤0.01%
+375
462
$28K ﹤0.01%
+1,834
463
$28K ﹤0.01%
+654
464
$28K ﹤0.01%
+493
465
$28K ﹤0.01%
+150
466
$27K ﹤0.01%
+251
467
$26K ﹤0.01%
+150
468
$26K ﹤0.01%
+808
469
$26K ﹤0.01%
+971
470
$26K ﹤0.01%
+300
471
$26K ﹤0.01%
+563
472
$26K ﹤0.01%
+239
473
$25K ﹤0.01%
+403
474
$25K ﹤0.01%
+153
475
$25K ﹤0.01%
+800
17 18
19
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