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
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
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 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12K ﹤0.01%
+632
602
$12K ﹤0.01%
+200
603
$12K ﹤0.01%
+210
604
$12K ﹤0.01%
+321
605
$12K ﹤0.01%
+200
606
$12K ﹤0.01%
+607
607
$11K ﹤0.01%
+386
608
$11K ﹤0.01%
+1,248
609
$11K ﹤0.01%
+600
610
$11K ﹤0.01%
+658
611
$11K ﹤0.01%
+95
612
$11K ﹤0.01%
+345
613
$11K ﹤0.01%
+202
614
$11K ﹤0.01%
+647
615
$11K ﹤0.01%
+228
616
$11K ﹤0.01%
+235
617
$11K ﹤0.01%
+200
618
$11K ﹤0.01%
+716
619
$11K ﹤0.01%
+115
620
$11K ﹤0.01%
+222
621
$11K ﹤0.01%
+200
622
$11K ﹤0.01%
+95
623
$11K ﹤0.01%
+130
624
$11K ﹤0.01%
+40
625
$10K ﹤0.01%
+397
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