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
$861M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$9.25M
4
ADBE icon
Adobe
ADBE
+$9.15M
5
HUM icon
Humana
HUM
+$7.88M

Top Sells

1
+$12.2M
2
+$10.8M
3
+$9.92M
4
GS icon
Goldman Sachs
GS
+$8.65M
5
ABT icon
Abbott
ABT
+$4.11M

Sector Composition

1 Technology 22.72%
2 Healthcare 14.13%
3 Financials 11.33%
4 Consumer Discretionary 9.55%
5 Consumer Staples 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 1.53%
236,752
+3,747
27
$12.5M 1.45%
158,064
+3,220
28
$12.3M 1.43%
73,921
+70,355
29
$11.6M 1.35%
106,362
+3,602
30
$10.9M 1.27%
211,063
+11,201
31
$9.3M 1.08%
115,669
-25,325
32
$9.25M 1.07%
+23,417
33
$9.19M 1.07%
45,737
-43,034
34
$9.15M 1.06%
+18,662
35
$8.99M 1.04%
82,586
-37,731
36
$8.96M 1.04%
155,051
+5,590
37
$8.41M 0.98%
121,228
+10,744
38
$8.41M 0.98%
195,029
-4,574
39
$7.91M 0.92%
31,103
+28,626
40
$7.88M 0.91%
+19,029
41
$7.77M 0.9%
107,933
-3,787
42
$7.76M 0.9%
66,794
+4,278
43
$7.72M 0.9%
21,737
+18,439
44
$7.63M 0.89%
88,754
+9,974
45
$7.51M 0.87%
45,403
+2,261
46
$7.35M 0.85%
245,497
+11,505
47
$7.01M 0.81%
+53,777
48
$6.81M 0.79%
346,557
-17,797
49
$6.61M 0.77%
30,467
-894
50
$5.73M 0.67%
99,644
+14,303
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