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
$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 Limited
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
751
$4K ﹤0.01%
+139
752
$4K ﹤0.01%
+97
753
$4K ﹤0.01%
+100
754
$4K ﹤0.01%
+104
755
$4K ﹤0.01%
+250
756
$4K ﹤0.01%
+78
757
$3K ﹤0.01%
+14
758
$3K ﹤0.01%
+177
759
$3K ﹤0.01%
+100
760
$3K ﹤0.01%
+100
761
$3K ﹤0.01%
+30
762
$3K ﹤0.01%
+32
763
$3K ﹤0.01%
+100
764
$3K ﹤0.01%
+256
765
$3K ﹤0.01%
+220
766
$3K ﹤0.01%
+100
767
$3K ﹤0.01%
+200
768
$3K ﹤0.01%
+40
769
$3K ﹤0.01%
+216
770
$3K ﹤0.01%
+29
771
$3K ﹤0.01%
+70
772
$3K ﹤0.01%
+207
773
$3K ﹤0.01%
+54
774
$3K ﹤0.01%
+85
775
$3K ﹤0.01%
+16
29 30
31
32 33