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
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Limited
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21K ﹤0.01%
+500
502
$21K ﹤0.01%
+1,456
503
$21K ﹤0.01%
+173
504
$21K ﹤0.01%
+800
505
$20K ﹤0.01%
+625
506
$20K ﹤0.01%
+300
507
$20K ﹤0.01%
1,972
-588,253
508
$20K ﹤0.01%
+735
509
$20K ﹤0.01%
+250
510
$20K ﹤0.01%
+1,118
511
$20K ﹤0.01%
+550
512
$20K ﹤0.01%
+620
513
$20K ﹤0.01%
+1,000
514
$20K ﹤0.01%
+1,319
515
$20K ﹤0.01%
+200
516
$19K ﹤0.01%
+1,000
517
$19K ﹤0.01%
+1,600
518
$19K ﹤0.01%
+1,000
519
$19K ﹤0.01%
+500
520
$19K ﹤0.01%
+401
521
$19K ﹤0.01%
+530
522
$19K ﹤0.01%
+804
523
$19K ﹤0.01%
+325
524
$19K ﹤0.01%
+310
525
$18K ﹤0.01%
+1,010
19 20
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