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
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.33M
3
+$7.49M
4
PAYX icon
Paychex
PAYX
+$6.95M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$8.46M
2
+$6.38M
3
+$5.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Sector Composition

1 Financials 17.34%
2 Technology 16.34%
3 Healthcare 12.98%
4 Consumer Staples 9.82%
5 Energy 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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504
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505
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-3,975
506
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-100
507
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-1,750
508
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-415
509
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-75
510
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-375
511
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-1,580
512
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-2,746
513
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514
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515
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516
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-750
517
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-249
518
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519
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-1,200
520
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-1,569
521
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522
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523
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-1,400
524
– –
-6,832
525
– –
-1,546
19 20
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