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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.58M
3
+$2.05M
4
COR icon
Cencora
COR
+$570K
5
AMZN icon
Amazon
AMZN
+$509K

Top Sells

1
+$12.4M
2
+$608K
3
+$547K
4
MSFT icon
Microsoft
MSFT
+$335K
5
BA icon
Boeing
BA
+$310K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5K ﹤0.01%
+222
727
$5K ﹤0.01%
+50
728
$5K ﹤0.01%
+159
729
$5K ﹤0.01%
+160
730
$5K ﹤0.01%
+125
731
$5K ﹤0.01%
+78
732
$5K ﹤0.01%
+220
733
$5K ﹤0.01%
+500
734
$5K ﹤0.01%
+284
735
$5K ﹤0.01%
+43
736
$5K ﹤0.01%
+75
737
$5K ﹤0.01%
+50
738
$5K ﹤0.01%
+48
739
$5K ﹤0.01%
+187
740
$5K ﹤0.01%
+309
741
$5K ﹤0.01%
+111
742
$5K ﹤0.01%
+84
743
$4K ﹤0.01%
+25
744
$4K ﹤0.01%
+50
745
$4K ﹤0.01%
+87
746
$4K ﹤0.01%
+750
747
$4K ﹤0.01%
+436
748
$4K ﹤0.01%
+200
749
$4K ﹤0.01%
+35
750
$4K ﹤0.01%
+183
28 29
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