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
801
$2K ﹤0.01%
+100
802
$2K ﹤0.01%
+71
803
$1K ﹤0.01%
+57
804
$1K ﹤0.01%
+12
805
$1K ﹤0.01%
+100
806
$1K ﹤0.01%
+37
807
$1K ﹤0.01%
+5
808
$1K ﹤0.01%
+30
809
$1K ﹤0.01%
+100
810
$1K ﹤0.01%
+29
811
$1K ﹤0.01%
+44
812
$1K ﹤0.01%
+14
813
$1K ﹤0.01%
+12
814
$1K ﹤0.01%
+16
815
$1K ﹤0.01%
+8
816
$1K ﹤0.01%
+16
817
$1K ﹤0.01%
+3
818
$1K ﹤0.01%
+50
819
$1K ﹤0.01%
+20
820
$1K ﹤0.01%
+12
821
$1K ﹤0.01%
+70
822
$1K ﹤0.01%
+10
823
$1K ﹤0.01%
+152
824
$1K ﹤0.01%
+86
825
$1K ﹤0.01%
+24
31 32
33
34 35