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
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.33M
3
+$7.49M
4
PAYX icon
Paychex
PAYX
+$6.95M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$8.46M
2
+$6.38M
3
+$5.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Sector Composition

1 Financials 17.34%
2 Technology 16.34%
3 Healthcare 12.98%
4 Consumer Staples 9.82%
5 Energy 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.36%
28,418
+1,425
52
$2.23M 0.32%
26,622
+4,023
53
$2.06M 0.3%
50,129
+32,437
54
$2.04M 0.3%
34,926
+3,979
55
$1.99M 0.29%
10,238
-4,567
56
$1.91M 0.28%
53,223
+38,079
57
$1.81M 0.26%
31,160
-820
58
$1.55M 0.23%
21,719
-6,638
59
$1.54M 0.22%
47,330
+4,553
60
$1.38M 0.2%
24,905
61
$1.34M 0.2%
44,539
+1,268
62
$1.33M 0.19%
39,126
+29,429
63
$1.31M 0.19%
14,841
+54
64
$1.29M 0.19%
8,023
-611
65
$1.28M 0.19%
23,956
+1,305
66
$1.26M 0.18%
9,749
-616
67
$1.22M 0.18%
9,766
-101
68
$1.22M 0.18%
28,182
+425
69
$1.2M 0.17%
4,857
+1,122
70
$1.2M 0.17%
31,827
+2,313
71
$1.2M 0.17%
6,116
-483
72
$1.19M 0.17%
8,070
-91
73
$1.14M 0.17%
3,944
+346
74
$1.13M 0.16%
4,008
-120
75
$1.08M 0.16%
3,051
-60
1 2
3
4 5