DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
1-Year Return
9.32%
This Quarter Return
+4.56%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$723M
AUM Growth
+$35.6M
(+5.2%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
29.08%
Holding
862
New
669
Increased
80
Reduced
72
Closed
2
Top Buys
| 1 |
Verizon
VZ
|
+$3.75M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$3.35M |
| 3 |
Walt Disney
DIS
|
+$2.15M |
| 4 |
Cencora
COR
|
+$733K |
| 5 |
Amazon
AMZN
|
+$517K |
Top Sells
| 1 |
Qualcomm
QCOM
|
+$12.9M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$615K |
| 3 |
Colgate-Palmolive
CL
|
+$552K |
| 4 |
Microsoft
MSFT
|
+$354K |
| 5 |
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% |
