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
651
$9K ﹤0.01%
+130
652
$9K ﹤0.01%
+397
653
$9K ﹤0.01%
+350
654
$8K ﹤0.01%
+200
655
$8K ﹤0.01%
+186
656
$8K ﹤0.01%
+280
657
$8K ﹤0.01%
+1,750
658
$8K ﹤0.01%
+647
659
$8K ﹤0.01%
+100
660
$8K ﹤0.01%
+100
661
$8K ﹤0.01%
+500
662
$8K ﹤0.01%
296
-282,850
663
$8K ﹤0.01%
+150
664
$8K ﹤0.01%
+1,202
665
$8K ﹤0.01%
+222
666
$8K ﹤0.01%
+158
667
$8K ﹤0.01%
575
668
$8K ﹤0.01%
+400
669
$8K ﹤0.01%
+200
670
$8K ﹤0.01%
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671
$8K ﹤0.01%
+1,125
672
$8K ﹤0.01%
1,700
-41,837
673
$7K ﹤0.01%
+400
674
$7K ﹤0.01%
+183
675
$7K ﹤0.01%
+857