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
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+200
753
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+40
754
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755
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756
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757
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+35
758
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759
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760
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762
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764
$4K ﹤0.01%
+20,000
765
$3K ﹤0.01%
+473
766
$3K ﹤0.01%
+97
767
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+100
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769
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773
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+200
774
$3K ﹤0.01%
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775
$3K ﹤0.01%
+54