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
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.62M
3
+$2.35M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.29M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.21M

Top Sells

1
+$2.35M
2
+$1.57M
3
+$805K
4
EA icon
Electronic Arts
EA
+$719K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$613K

Sector Composition

1 Technology 21.77%
2 Financials 11.65%
3 Healthcare 11.42%
4 Consumer Discretionary 8.36%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11M 0.79%
56,951
-928
52
$10.5M 0.76%
122,501
+2,428
53
$9.81M 0.7%
67,432
+10,626
54
$9.66M 0.69%
31,626
-107
55
$9.64M 0.69%
23,231
+495
56
$9.39M 0.67%
155,441
+553
57
$9.19M 0.66%
19,815
-145
58
$8.06M 0.58%
144,383
+3,458
59
$7.55M 0.54%
290,071
+609
60
$7.43M 0.53%
33,016
-10,441
61
$7.2M 0.52%
45,731
+1,483
62
$7.07M 0.51%
53,571
-5,452
63
$4.88M 0.35%
79,830
-725
64
$4.82M 0.35%
10,140
+249
65
$4.6M 0.33%
33,945
+1,519
66
$4.14M 0.3%
83,695
+3,637
67
$4.12M 0.3%
92,184
+11,437
68
$4.05M 0.29%
19,424
+62
69
$4.03M 0.29%
35,966
+3,684
70
$4M 0.29%
68,504
+213
71
$3.77M 0.27%
44,662
+327
72
$3.61M 0.26%
35,562
-1,235
73
$3.48M 0.25%
7,971
+510
74
$3.34M 0.24%
6,652
+41
75
$3.1M 0.22%
45,246
+1,463
1 2
3
4 5