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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4K ﹤0.01%
+183
752
$4K ﹤0.01%
+200
753
$4K ﹤0.01%
+40
754
$4K ﹤0.01%
+139
755
$4K ﹤0.01%
+35
756
$4K ﹤0.01%
+180
757
$4K ﹤0.01%
+35
758
$4K ﹤0.01%
+218
759
$4K ﹤0.01%
+150
760
$4K ﹤0.01%
+207
761
$4K ﹤0.01%
+100
762
$4K ﹤0.01%
+78
763
$4K ﹤0.01%
+220
764
$4K ﹤0.01%
+20,000
765
$3K ﹤0.01%
+473
766
$3K ﹤0.01%
+97
767
$3K ﹤0.01%
+100
768
$3K ﹤0.01%
+60
769
$3K ﹤0.01%
+271
770
$3K ﹤0.01%
+216
771
$3K ﹤0.01%
+154
772
$3K ﹤0.01%
+50
773
$3K ﹤0.01%
+200
774
$3K ﹤0.01%
+70
775
$3K ﹤0.01%
+54
29 30
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