DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.58M
3
+$2.05M
4
COR icon
Cencora
COR
+$570K
5
AMZN icon
Amazon
AMZN
+$509K

Top Sells

1
+$12.4M
2
+$608K
3
+$547K
4
MSFT icon
Microsoft
MSFT
+$335K
5
BA icon
Boeing
BA
+$310K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$13K ﹤0.01%
+1,027
577
$13K ﹤0.01%
+447
578
$13K ﹤0.01%
+180
579
$13K ﹤0.01%
+88
580
$13K ﹤0.01%
+220
581
$13K ﹤0.01%
+543
582
$13K ﹤0.01%
+1,419
583
$13K ﹤0.01%
+253
584
$13K ﹤0.01%
+264
585
$13K ﹤0.01%
+2,000
586
$12K ﹤0.01%
+570
587
$12K ﹤0.01%
+210
588
$12K ﹤0.01%
+145
589
$12K ﹤0.01%
+194
590
$12K ﹤0.01%
+632
591
$12K ﹤0.01%
+287
592
$12K ﹤0.01%
+195
593
$12K ﹤0.01%
+475
594
$12K ﹤0.01%
+200
595
$12K ﹤0.01%
+2,765
596
$12K ﹤0.01%
+324
597
$12K ﹤0.01%
+200
598
$12K ﹤0.01%
+607
599
$12K ﹤0.01%
+200
600
$12K ﹤0.01%
+500
22 23
24
25 26