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
$1.21B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.6M
3
+$15.2M
4
AMAT icon
Applied Materials
AMAT
+$5.31M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$13.3M
2
+$1.52M
3
+$573K
4
HEI.A icon
HEICO Corp Class A
HEI.A
+$450K
5
TSM icon
TSMC
TSM
+$292K

Sector Composition

1 Technology 21.44%
2 Financials 12.9%
3 Healthcare 11.33%
4 Consumer Discretionary 8.63%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.59M 0.8%
186,055
+48,459
52
$9.5M 0.79%
35,155
+4,210
53
$9.32M 0.77%
58,665
+117
54
$8.8M 0.73%
19,869
+216
55
$8.57M 0.71%
59,613
+962
56
$8.28M 0.69%
30,501
+1,361
57
$7.55M 0.63%
284,516
+1,525
58
$7.14M 0.59%
30,093
+9,505
59
$6.51M 0.54%
129,391
+17,712
60
$5.98M 0.5%
18,766
+1,126
61
$5.97M 0.5%
41,906
+37,295
62
$4.99M 0.41%
79,144
-545
63
$4.99M 0.41%
37,531
+7,035
64
$4.33M 0.36%
19,719
-229
65
$4.24M 0.35%
9,904
+162
66
$3.71M 0.31%
36,373
-2,508
67
$3.6M 0.3%
68,049
+909
68
$3.59M 0.3%
66,150
+12,432
69
$3.38M 0.28%
44,230
+1,354
70
$3.37M 0.28%
29,945
+2,619
71
$2.9M 0.24%
27,674
-1,660
72
$2.88M 0.24%
65,503
+8,214
73
$2.78M 0.23%
7,072
+451
74
$2.74M 0.23%
21,860
-440
75
$2.7M 0.22%
124,304
-3,626
1 2
3
4 5