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
651
$9K ﹤0.01%
+89
652
$9K ﹤0.01%
+316
653
$9K ﹤0.01%
+466
654
$9K ﹤0.01%
+202
655
$9K ﹤0.01%
+95
656
$9K ﹤0.01%
+186
657
$8K ﹤0.01%
+69
658
$8K ﹤0.01%
+256
659
$8K ﹤0.01%
+200
660
$8K ﹤0.01%
+500
661
$8K ﹤0.01%
+857
662
$8K ﹤0.01%
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663
$8K ﹤0.01%
+501
664
$8K ﹤0.01%
+100
665
$8K ﹤0.01%
+502
666
$8K ﹤0.01%
+375
667
$8K ﹤0.01%
+32
668
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+200
669
$8K ﹤0.01%
+150
670
$8K ﹤0.01%
+500
671
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+300
672
$8K ﹤0.01%
+50
673
$8K ﹤0.01%
+129
674
$8K ﹤0.01%
+261
675
$8K ﹤0.01%
+304
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