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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1 +$3.75M
2 +$3.35M
3 +$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1 +$12.9M
2 +$615K
3 +$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$25K ﹤0.01%
+652
477
$25K ﹤0.01%
+224
478
$24K ﹤0.01%
+165
479
$24K ﹤0.01%
+298
480
$24K ﹤0.01%
+1,120
481
$24K ﹤0.01%
+628
482
$24K ﹤0.01%
+210
483
$24K ﹤0.01%
+374
484
$23K ﹤0.01%
+2,151
485
$23K ﹤0.01%
+300
486
$23K ﹤0.01%
+429
487
$22K ﹤0.01%
+620
488
$22K ﹤0.01%
+608
489
$22K ﹤0.01%
+400
490
$22K ﹤0.01%
+1,133
491
$22K ﹤0.01%
+312
492
$22K ﹤0.01%
+209
493
$22K ﹤0.01%
+129
494
$22K ﹤0.01%
+370
495
$22K ﹤0.01%
+200
496
$22K ﹤0.01%
+300
497
$21K ﹤0.01%
+1,600
498
$21K ﹤0.01%
+1,000
499
$21K ﹤0.01%
+1,688
500
$21K ﹤0.01%
+960