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
676
$8K ﹤0.01%
+50
677
$8K ﹤0.01%
+129
678
$8K ﹤0.01%
+382
679
$8K ﹤0.01%
+261
680
$8K ﹤0.01%
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681
$8K ﹤0.01%
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682
$7K ﹤0.01%
+36
683
$7K ﹤0.01%
+150
684
$7K ﹤0.01%
+250
685
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686
$7K ﹤0.01%
512
-9,855
687
$7K ﹤0.01%
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688
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689
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690
$7K ﹤0.01%
+482
691
$7K ﹤0.01%
+450
692
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693
$7K ﹤0.01%
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694
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695
$7K ﹤0.01%
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696
$7K ﹤0.01%
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697
$7K ﹤0.01%
+201
698
$7K ﹤0.01%
+168
699
$7K ﹤0.01%
+185
700
$6K ﹤0.01%
+148