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
26
$9.16M 1.55%
139,249
+135,747
27
$8.69M 1.47%
120,125
-712
28
$8.36M 1.41%
160,060
+12,860
29
$8.3M 1.4%
176,892
+7,654
30
$8.14M 1.37%
942,800
-25,750
31
$8.11M 1.37%
107,311
-7,673
32
$6.77M 1.14%
52,376
-61
33
$6.61M 1.12%
84,799
-1,528
34
$6.38M 1.08%
148,247
+124,877
35
$6.33M 1.07%
35,639
+1,636
36
$6.24M 1.05%
95,763
+90,003
37
$6.13M 1.03%
21,507
-1,489
38
$5.63M 0.95%
+152,462
39
$5.47M 0.92%
81,695
+74,640
40
$5.25M 0.89%
+72,841
41
$4.56M 0.77%
34,818
+240
42
$4.51M 0.76%
114,308
-2,364
43
$3.83M 0.65%
65,418
-1,089
44
$2.77M 0.47%
11,069
+71
45
$2.69M 0.45%
20,387
+342
46
$2.54M 0.43%
14,805
+5,088
47
$2.48M 0.42%
57,168
+536
48
$2.29M 0.39%
30,777
-1,046
49
$2.1M 0.36%
26,993
+525
50
$1.69M 0.29%
+22,599
1
2
3 4 5