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
751
$4K ﹤0.01%
+25
752
$4K ﹤0.01%
+35
753
$4K ﹤0.01%
+180
754
$4K ﹤0.01%
+218
755
$4K ﹤0.01%
+150
756
$4K ﹤0.01%
+207
757
$4K ﹤0.01%
+100
758
$4K ﹤0.01%
+78
759
$4K ﹤0.01%
+220
760
$4K ﹤0.01%
+20,000
761
$4K ﹤0.01%
+309
762
$4K ﹤0.01%
+200
763
$4K ﹤0.01%
+40
764
$4K ﹤0.01%
+139
765
$3K ﹤0.01%
+50
766
$3K ﹤0.01%
+30
767
$3K ﹤0.01%
+473
768
$3K ﹤0.01%
+97
769
$3K ﹤0.01%
+100
770
$3K ﹤0.01%
+60
771
$3K ﹤0.01%
+271
772
$3K ﹤0.01%
+216
773
$3K ﹤0.01%
+154
774
$3K ﹤0.01%
+50
775
$3K ﹤0.01%
+200
29 30
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