DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Ltd
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5K ﹤0.01%
+500
727
$5K ﹤0.01%
+155
728
$5K ﹤0.01%
+65
729
$5K ﹤0.01%
+105
730
$5K ﹤0.01%
+103
731
$5K ﹤0.01%
+179
732
$5K ﹤0.01%
+153
733
$5K ﹤0.01%
+400
734
$5K ﹤0.01%
+200
735
$5K ﹤0.01%
+148
736
$5K ﹤0.01%
+751
737
$5K ﹤0.01%
+35
738
$4K ﹤0.01%
+78
739
$4K ﹤0.01%
+250
740
$4K ﹤0.01%
+104
741
$4K ﹤0.01%
+97
742
$4K ﹤0.01%
+30
743
$4K ﹤0.01%
+200
744
$4K ﹤0.01%
+222
745
$4K ﹤0.01%
+84
746
$4K ﹤0.01%
+100
747
$4K ﹤0.01%
+139
748
$4K ﹤0.01%
+50
749
$4K ﹤0.01%
+183
750
$4K ﹤0.01%
+309
28 29
30
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