DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
1-Year Return
9.32%
This Quarter Return
+2.34%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$724M
AUM Growth
+$917K
(+0.13%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-1.69%
Top 10 Holdings %
Top 10 Hldgs %
28.89%
Holding
866
New
6
Increased
97
Reduced
69
Closed
668
Top Buys
| 1 |
Amazon
AMZN
|
+$4.14M |
| 2 |
AT&T
T
|
+$2.8M |
| 3 |
Verizon
VZ
|
+$1.62M |
| 4 |
Constellation Brands
STZ
|
+$1.59M |
| 5 |
HEICO Class A
HEI.A
|
+$1.03M |
Top Sells
| 1 |
Chipotle Mexican Grill
CMG
|
+$5.16M |
| 2 |
Cencora
COR
|
+$733K |
| 3 |
XIFR
XPLR Infrastructure, LP
XIFR
|
+$722K |
| 4 |
TSS
Total System Services, Inc.
TSS
|
+$452K |
| 5 |
Goldman Sachs
GS
|
+$385K |
Sector Composition
| 1 | Financials | 17.02% |
| 2 | Technology | 14.04% |
| 3 | Healthcare | 12.23% |
| 4 | Consumer Staples | 10.69% |
| 5 | Communication Services | 10.27% |
