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
626
$10K ﹤0.01%
+264
627
$10K ﹤0.01%
+200
628
$10K ﹤0.01%
+354
629
$10K ﹤0.01%
+202
630
$9K ﹤0.01%
+344
631
$9K ﹤0.01%
+95
632
$9K ﹤0.01%
+213
633
$9K ﹤0.01%
+100
634
$9K ﹤0.01%
+632
635
$9K ﹤0.01%
+290
636
$9K ﹤0.01%
+1,224
637
$9K ﹤0.01%
155
-137,597
638
$9K ﹤0.01%
+201
639
$9K ﹤0.01%
+32
640
$9K ﹤0.01%
+150
641
$9K ﹤0.01%
+80
642
$9K ﹤0.01%
+75
643
$9K ﹤0.01%
+1,313
644
$9K ﹤0.01%
+463
645
$9K ﹤0.01%
+200
646
$9K ﹤0.01%
+318
647
$9K ﹤0.01%
+360
648
$9K ﹤0.01%
+94
649
$9K ﹤0.01%
+500
650
$9K ﹤0.01%
+95
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