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
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.33M
3
+$7.49M
4
PAYX icon
Paychex
PAYX
+$6.95M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$8.46M
2
+$6.38M
3
+$5.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Sector Composition

1 Financials 17.34%
2 Technology 16.34%
3 Healthcare 12.98%
4 Consumer Staples 9.82%
5 Energy 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.65%
254,661
+5,130
27
$11.1M 1.61%
258,052
+105,590
28
$10.9M 1.58%
143,249
+4,000
29
$10.7M 1.55%
79,619
+73,272
30
$10.6M 1.55%
142,678
+11,091
31
$10.6M 1.55%
182,140
+22,080
32
$10.4M 1.51%
182,357
+7,982
33
$9.86M 1.43%
150,335
-1,409
34
$9.16M 1.33%
119,845
-280
35
$8.94M 1.3%
91,352
+85,067
36
$8.51M 1.24%
184,134
+7,242
37
$8.01M 1.16%
40,043
+4,404
38
$7.95M 1.16%
49,462
+46,633
39
$7.53M 1.09%
19,918
-1,589
40
$7.5M 1.09%
86,828
+5,133
41
$7.42M 1.08%
51,272
-1,104
42
$5.45M 0.79%
57,680
+39,380
43
$5.33M 0.77%
34,418
-400
44
$4.84M 0.7%
343,400
-599,400
45
$4.17M 0.61%
66,701
+1,283
46
$3.42M 0.5%
42,939
-41,860
47
$3.41M 0.5%
11,839
+770
48
$3.41M 0.5%
19,851
-536
49
$3.03M 0.44%
63,120
+5,952
50
$2.79M 0.41%
32,104
+1,327
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