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
776
$3K ﹤0.01%
+86
777
$3K ﹤0.01%
+38
778
$3K ﹤0.01%
+81
779
$3K ﹤0.01%
+35
780
$3K ﹤0.01%
+50
781
$3K ﹤0.01%
+30
782
$2K ﹤0.01%
+52
783
$2K ﹤0.01%
+6
784
$2K ﹤0.01%
+140
785
$2K ﹤0.01%
+60
786
$2K ﹤0.01%
+33
787
$2K ﹤0.01%
+15
788
$2K ﹤0.01%
+100
789
$2K ﹤0.01%
+92
790
$2K ﹤0.01%
+177
791
$2K ﹤0.01%
+77
792
$2K ﹤0.01%
+30
793
$2K ﹤0.01%
+55
794
$2K ﹤0.01%
+71
795
$2K ﹤0.01%
+220
796
$2K ﹤0.01%
+63
797
$2K ﹤0.01%
+66
798
$2K ﹤0.01%
+47
799
$2K ﹤0.01%
+55
800
$2K ﹤0.01%
+37
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