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
$800M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.08M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
V icon
Visa
V
+$2.51M

Top Sells

1
+$9.29M
2
+$5.24M
3
+$1.95M
4
CL icon
Colgate-Palmolive
CL
+$487K
5
LOW icon
Lowe's Companies
LOW
+$476K

Sector Composition

1 Financials 17.34%
2 Technology 15.83%
3 Healthcare 11.88%
4 Communication Services 10.38%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.39%
33,825
-931
52
$2.9M 0.36%
72,890
+1,954
53
$2.79M 0.35%
63,395
+9,526
54
$2.61M 0.33%
27,907
+1,549
55
$2.57M 0.32%
68,046
+9,353
56
$2.5M 0.31%
11,429
-1,080
57
$2.4M 0.3%
29,667
-4,679
58
$1.76M 0.22%
48,245
+482
59
$1.76M 0.22%
26,360
+740
60
$1.67M 0.21%
33,569
+1,106
61
$1.61M 0.2%
8,504
+581
62
$1.6M 0.2%
38,129
+4,273
63
$1.5M 0.19%
23,571
+2,289
64
$1.46M 0.18%
4,879
-162
65
$1.42M 0.18%
6,198
+63
66
$1.42M 0.18%
39,299
+1,860
67
$1.4M 0.17%
42,806
-299
68
$1.38M 0.17%
30,652
+5,482
69
$1.35M 0.17%
24,036
70
$1.34M 0.17%
7,485
+74
71
$1.31M 0.16%
10,242
-21
72
$1.31M 0.16%
37,465
+9,613
73
$1.3M 0.16%
4,027
+517
74
$1.3M 0.16%
9,536
+263
75
$1.28M 0.16%
11,316
-1,029
1 2
3
4 5