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
$1.21B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.6M
3
+$15.2M
4
AMAT icon
Applied Materials
AMAT
+$5.31M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$13.3M
2
+$1.52M
3
+$573K
4
HEI.A icon
HEICO Corp Class A
HEI.A
+$450K
5
TSM icon
TSMC
TSM
+$292K

Sector Composition

1 Technology 21.44%
2 Financials 12.9%
3 Healthcare 11.33%
4 Consumer Discretionary 8.63%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 1.39%
80,398
+1,079
27
$16.4M 1.36%
72,831
+8,228
28
$16.2M 1.35%
120,381
+4,772
29
$15.8M 1.31%
144,000
+1,089
30
$15.7M 1.3%
67,911
+5,321
31
$15.3M 1.27%
112,945
+2,896
32
$15.2M 1.26%
37,092
+2,569
33
$14.8M 1.22%
76,703
+2,050
34
$14.6M 1.21%
126,929
-115,548
35
$14.1M 1.17%
180,810
+11,018
36
$12.8M 1.06%
72,755
+1,553
37
$12.7M 1.06%
236,395
-37
38
$12.7M 1.05%
26,926
+651
39
$12.6M 1.04%
317,920
+76,846
40
$12.2M 1.01%
165,817
+14,702
41
$11.7M 0.97%
185,382
+46,411
42
$11.4M 0.95%
19,461
+181
43
$11.1M 0.92%
95,499
+4,540
44
$10.9M 0.91%
154,467
-798
45
$10.5M 0.87%
42,904
+1,670
46
$10.4M 0.86%
26,314
+1,022
47
$10.4M 0.86%
92,715
+1,947
48
$10.3M 0.85%
55,298
+1,823
49
$10M 0.83%
117,718
+3,416
50
$9.74M 0.81%
92,995
+1,516
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