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
51
$2.72M 0.38%
31,114
+2,696
52
$2.39M 0.33%
65,593
+12,370
53
$2.34M 0.32%
27,302
+680
54
$2.13M 0.3%
10,264
+26
55
$2.07M 0.29%
36,726
+1,800
56
$2.05M 0.28%
49,084
-1,045
57
$1.68M 0.23%
48,552
+9,426
58
$1.6M 0.22%
29,520
-1,640
59
$1.56M 0.22%
47,239
-91
60
$1.45M 0.2%
14,841
61
$1.4M 0.19%
23,905
-1,000
62
$1.34M 0.18%
43,603
-936
63
$1.32M 0.18%
32,105
+278
64
$1.29M 0.18%
23,498
-458
65
$1.28M 0.18%
4,857
66
$1.26M 0.17%
9,569
-180
67
$1.25M 0.17%
6,116
68
$1.25M 0.17%
9,800
+34
69
$1.23M 0.17%
7,572
-451
70
$1.21M 0.17%
8,078
+8
71
$1.2M 0.17%
28,292
+110
72
$1.2M 0.17%
35,110
+13,674
73
$1.17M 0.16%
3,954
+10
74
$1.06M 0.15%
3,708
-300
75
$1M 0.14%
14,019
-7,700
1 2
3
4 5