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
$800M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.08M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
V icon
Visa
V
+$2.51M

Top Sells

1
+$9.29M
2
+$5.24M
3
+$1.95M
4
CL icon
Colgate-Palmolive
CL
+$487K
5
LOW icon
Lowe's Companies
LOW
+$476K

Sector Composition

1 Financials 17.34%
2 Technology 15.83%
3 Healthcare 11.88%
4 Communication Services 10.38%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.66%
129,093
+2,721
27
$13.1M 1.64%
151,378
+4,282
28
$12.8M 1.6%
142,444
+6,309
29
$12.7M 1.59%
241,914
+2,213
30
$12.6M 1.58%
67,193
+13,353
31
$12.5M 1.56%
526,179
+6,886
32
$12.2M 1.52%
229,982
+2,720
33
$12M 1.5%
143,520
+4,806
34
$11.9M 1.48%
198,214
+7,404
35
$11M 1.38%
98,531
+3,714
36
$10.2M 1.27%
117,255
-358
37
$9.54M 1.19%
19,660
-528
38
$9.47M 1.18%
107,320
+1,050
39
$9.45M 1.18%
47,820
+6,356
40
$9.14M 1.14%
96,983
+3,278
41
$8.12M 1.01%
52,139
+2,372
42
$7.98M 1%
+37,879
43
$7.08M 0.89%
+52,072
44
$6.2M 0.78%
35,233
+794
45
$5.71M 0.71%
50,829
+45,062
46
$5.33M 0.67%
88,116
+9,772
47
$3.75M 0.47%
64,900
-1,591
48
$3.7M 0.46%
11,490
+308
49
$3.46M 0.43%
19,546
+53
50
$3.26M 0.41%
34,775
+1,852
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