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
$861M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$9.25M
4
ADBE icon
Adobe
ADBE
+$9.15M
5
HUM icon
Humana
HUM
+$7.88M

Top Sells

1
+$12.2M
2
+$10.8M
3
+$9.92M
4
GS icon
Goldman Sachs
GS
+$8.65M
5
ABT icon
Abbott
ABT
+$4.11M

Sector Composition

1 Technology 22.72%
2 Healthcare 14.13%
3 Financials 11.33%
4 Consumer Discretionary 9.55%
5 Consumer Staples 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.56M 0.65%
36,140
+7,967
52
$5.24M 0.61%
104,523
+23,452
53
$4.18M 0.49%
106,258
+12,600
54
$4.09M 0.48%
135,582
+45,612
55
$4.04M 0.47%
98,904
+15,843
56
$3.85M 0.45%
112,176
-113,045
57
$3.28M 0.38%
9,787
+2
58
$3.25M 0.38%
11,697
+592
59
$3.17M 0.37%
19,260
-185
60
$3.04M 0.35%
141,116
-499,913
61
$2.84M 0.33%
69,393
-1,089
62
$2.66M 0.31%
32,850
-2,342
63
$2.65M 0.31%
44,217
-203,541
64
$2.5M 0.29%
49,382
+23,015
65
$2.45M 0.28%
29,555
+3,083
66
$2.44M 0.28%
30,971
-478
67
$2.28M 0.27%
46,242
-200,855
68
$2.27M 0.26%
12,861
+2,363
69
$2.24M 0.26%
9,276
+3,118
70
$2.04M 0.24%
6,640
+811
71
$1.83M 0.21%
33,712
+5,265
72
$1.75M 0.2%
23,880
+40
73
$1.73M 0.2%
31,595
-3
74
$1.72M 0.2%
+16,860
75
$1.63M 0.19%
4,810
+74
1 2
3
4 5