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
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Limited
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
+35
802
$2K ﹤0.01%
+421
803
$2K ﹤0.01%
+1,004
804
$2K ﹤0.01%
+71
805
$2K ﹤0.01%
+234
806
$2K ﹤0.01%
+97
807
$2K ﹤0.01%
+50
808
$2K ﹤0.01%
+200
809
$2K ﹤0.01%
+30
810
$2K ﹤0.01%
+55
811
$2K ﹤0.01%
+71
812
$1K ﹤0.01%
+57
813
$1K ﹤0.01%
+100
814
$1K ﹤0.01%
+37
815
$1K ﹤0.01%
+100
816
$1K ﹤0.01%
+29
817
$1K ﹤0.01%
+44
818
$1K ﹤0.01%
+18
819
$1K ﹤0.01%
+59
820
$1K ﹤0.01%
+38
821
$1K ﹤0.01%
+50
822
$1K ﹤0.01%
+16
823
$1K ﹤0.01%
+3
824
$1K ﹤0.01%
+39
825
$1K ﹤0.01%
+20
31 32
33
34 35