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
51
$1.69M 0.29%
28,357
+221
52
$1.66M 0.28%
31,980
-220
53
$1.57M 0.27%
30,206
-278,736
54
$1.53M 0.26%
30,947
-997
55
$1.37M 0.23%
18,300
+3,280
56
$1.34M 0.23%
14,787
-27
57
$1.24M 0.21%
24,905
-1,600
58
$1.2M 0.2%
8,634
-16
59
$1.19M 0.2%
42,777
+1,321
60
$1.18M 0.2%
43,271
+1,099
61
$1.13M 0.19%
10,365
-63,671
62
$1.12M 0.19%
29,514
+3,336
63
$1.1M 0.19%
9,867
+958
64
$1.05M 0.18%
60,952
-5,098
65
$1.04M 0.18%
6,599
-143
66
$1.04M 0.18%
8,161
+89
67
$1.01M 0.17%
8,846
+1,055
68
$1M 0.17%
3,111
+312
69
$981K 0.17%
22,651
+7,079
70
$945K 0.16%
27,757
-1,820
71
$905K 0.15%
3,598
-399
72
$902K 0.15%
10,450
+2,921
73
$863K 0.15%
11,542
-167
74
$861K 0.15%
6,410
+187
75
$827K 0.14%
8,438
-239
1 2
3
4 5