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
601
$12K ﹤0.01%
+249
602
$12K ﹤0.01%
+950
603
$12K ﹤0.01%
+192
604
$12K ﹤0.01%
+571
605
$12K ﹤0.01%
+979
606
$12K ﹤0.01%
+330
607
$11K ﹤0.01%
+386
608
$11K ﹤0.01%
+1,248
609
$11K ﹤0.01%
+600
610
$11K ﹤0.01%
+202
611
$11K ﹤0.01%
+647
612
$11K ﹤0.01%
+228
613
$11K ﹤0.01%
+235
614
$11K ﹤0.01%
+200
615
$11K ﹤0.01%
+716
616
$11K ﹤0.01%
+115
617
$11K ﹤0.01%
+658
618
$11K ﹤0.01%
+95
619
$11K ﹤0.01%
+222
620
$11K ﹤0.01%
+200
621
$11K ﹤0.01%
+95
622
$11K ﹤0.01%
+130
623
$11K ﹤0.01%
+40
624
$11K ﹤0.01%
+345
625
$10K ﹤0.01%
+213
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