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
576
$14K ﹤0.01%
+90
577
$14K ﹤0.01%
+500
578
$13K ﹤0.01%
+623
579
$13K ﹤0.01%
200
-85,203
580
$13K ﹤0.01%
+600
581
$13K ﹤0.01%
+110
582
$13K ﹤0.01%
+1,219
583
$13K ﹤0.01%
+198
584
$13K ﹤0.01%
+500
585
$13K ﹤0.01%
+250
586
$13K ﹤0.01%
+1,154
587
$13K ﹤0.01%
+130
588
$13K ﹤0.01%
+236
589
$13K ﹤0.01%
+800
590
$12K ﹤0.01%
+200
591
$12K ﹤0.01%
+437
592
$12K ﹤0.01%
+195
593
$12K ﹤0.01%
+114
594
$12K ﹤0.01%
+192
595
$12K ﹤0.01%
+90
596
$12K ﹤0.01%
+220
597
$12K ﹤0.01%
+237
598
$12K ﹤0.01%
+228
599
$12K ﹤0.01%
+100
600
$12K ﹤0.01%
+500
22 23
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