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
$724M
AUM Growth
+$917K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$2.8M
3 +$1.62M
4
STZ icon
Constellation Brands
STZ
+$1.59M
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$1.03M

Top Sells

1 +$5.16M
2 +$733K
3 +$722K
4
TSS
Total System Services, Inc.
TSS
+$452K
5
GS icon
Goldman Sachs
GS
+$385K

Sector Composition

1 Financials 17.02%
2 Technology 14.04%
3 Healthcare 12.23%
4 Consumer Staples 10.69%
5 Communication Services 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-300
777
-1,300
778
-5
779
-1,011
780
-100
781
-37
782
-305
783
-857
784
-500
785
-632
786
-110
787
-5,917
788
-222
789
-328
790
-5
791
-300
792
-666
793
-571
794
-95
795
-7,336
796
-30
797
-1
798
-201
799
-1,200
800
-1,600