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
$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 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$10K ﹤0.01%
+95
627
$10K ﹤0.01%
+1,313
628
$10K ﹤0.01%
+125
629
$10K ﹤0.01%
+452
630
$10K ﹤0.01%
+447
631
$10K ﹤0.01%
+150
632
$10K ﹤0.01%
+186
633
$10K ﹤0.01%
+170
634
$10K ﹤0.01%
+354
635
$10K ﹤0.01%
+196
636
$10K ﹤0.01%
+166
637
$10K ﹤0.01%
+290
638
$10K ﹤0.01%
+350
639
$10K ﹤0.01%
+155
640
$10K ﹤0.01%
+192
641
$10K ﹤0.01%
+261
642
$10K ﹤0.01%
+397
643
$10K ﹤0.01%
+352
644
$9K ﹤0.01%
+1,000
645
$9K ﹤0.01%
+300
646
$9K ﹤0.01%
+202
647
$9K ﹤0.01%
+340
648
$9K ﹤0.01%
+306
649
$9K ﹤0.01%
+360
650
$9K ﹤0.01%
+125
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