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
676
$8K ﹤0.01%
+318
677
$8K ﹤0.01%
+382
678
$8K ﹤0.01%
+120
679
$8K ﹤0.01%
+330
680
$8K ﹤0.01%
+100
681
$8K ﹤0.01%
+245
682
$7K ﹤0.01%
+185
683
$7K ﹤0.01%
+36
684
$7K ﹤0.01%
+75
685
$7K ﹤0.01%
+150
686
$7K ﹤0.01%
+250
687
$7K ﹤0.01%
+100
688
$7K ﹤0.01%
512
-9,855
689
$7K ﹤0.01%
+929
690
$7K ﹤0.01%
+225
691
$7K ﹤0.01%
+482
692
$7K ﹤0.01%
+450
693
$7K ﹤0.01%
+201
694
$7K ﹤0.01%
+456
695
$7K ﹤0.01%
+84
696
$7K ﹤0.01%
+224
697
$7K ﹤0.01%
+201
698
$7K ﹤0.01%
+139
699
$7K ﹤0.01%
+168
700
$6K ﹤0.01%
+2
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