DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
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
863
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.58M
3
+$2.05M
4
COR icon
Cencora
COR
+$570K
5
AMZN icon
Amazon
AMZN
+$509K

Top Sells

1
+$12.4M
2
+$608K
3
+$547K
4
MSFT icon
Microsoft
MSFT
+$335K
5
BA icon
Boeing
BA
+$310K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.14%
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%
+12
804
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+70
805
$1K ﹤0.01%
+10
806
$1K ﹤0.01%
+152
807
$1K ﹤0.01%
+86
808
$1K ﹤0.01%
+24
809
$1K ﹤0.01%
+43
810
$1K ﹤0.01%
+313
811
$1K ﹤0.01%
+57
812
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+12
813
$1K ﹤0.01%
+100
814
$1K ﹤0.01%
+37
815
$1K ﹤0.01%
+5
816
$1K ﹤0.01%
+30
817
$1K ﹤0.01%
+100
818
$1K ﹤0.01%
+29
819
$1K ﹤0.01%
+44
820
$1K ﹤0.01%
+14
821
$1K ﹤0.01%
+12
822
$1K ﹤0.01%
+16
823
$1K ﹤0.01%
+8
824
$1K ﹤0.01%
+16
825
$1K ﹤0.01%
+3
31 32
33
34 35