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
$724M
AUM Growth
+$917K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.8M
3
+$1.62M
4
STZ icon
Constellation Brands
STZ
+$1.59M
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$1.03M

Top Sells

1
+$5.16M
2
+$733K
3
+$722K
4
TSS
Total System Services, Inc.
TSS
+$452K
5
GS icon
Goldman Sachs
GS
+$385K

Sector Composition

1 Financials 17.02%
2 Technology 14.04%
3 Healthcare 12.23%
4 Consumer Staples 10.69%
5 Communication Services 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.38%
34,346
-970
52
$2.61M 0.36%
70,936
+5,343
53
$2.25M 0.31%
26,358
-944
54
$2.21M 0.31%
53,869
+4,785
55
$2.05M 0.28%
37,316
+590
56
$2.04M 0.28%
58,693
+10,141
57
$1.64M 0.23%
7,923
+7,664
58
$1.6M 0.22%
47,763
+524
59
$1.56M 0.22%
25,620
-3,900
60
$1.45M 0.2%
32,463
+358
61
$1.43M 0.2%
10,263
+694
62
$1.4M 0.19%
24,036
+131
63
$1.37M 0.19%
5,041
+184
64
$1.36M 0.19%
6,135
+19
65
$1.34M 0.19%
12,345
-2,496
66
$1.34M 0.18%
43,105
-498
67
$1.32M 0.18%
3,398
+795
68
$1.32M 0.18%
12,040
+9,127
69
$1.32M 0.18%
33,856
+9,136
70
$1.31M 0.18%
21,282
+15,465
71
$1.27M 0.18%
37,439
+2,329
72
$1.22M 0.17%
8,087
+9
73
$1.22M 0.17%
7,411
-161
74
$1.19M 0.16%
9,273
-527
75
$1.17M 0.16%
23,615
+117
1 2
3
4 5