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
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+97
753
$4K ﹤0.01%
+100
754
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755
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+250
756
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757
$3K ﹤0.01%
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758
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759
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762
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764
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765
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766
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+100
767
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768
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769
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770
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+29
771
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772
$3K ﹤0.01%
+207
773
$3K ﹤0.01%
+54
774
$3K ﹤0.01%
+85
775
$3K ﹤0.01%
+16