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 Ltd
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
826
$1K ﹤0.01%
+3
827
$1K ﹤0.01%
+39
828
$1K ﹤0.01%
+20
829
$1K ﹤0.01%
+188
830
$1K ﹤0.01%
+80
831
$1K ﹤0.01%
+70
832
$1K ﹤0.01%
+10
833
$1K ﹤0.01%
+8
834
$1K ﹤0.01%
+152
835
$1K ﹤0.01%
+25
836
$1K ﹤0.01%
+24
837
$1K ﹤0.01%
+37
838
$1K ﹤0.01%
+313
839
$1K ﹤0.01%
+47
840
$1K ﹤0.01%
+58
841
$1K ﹤0.01%
+42
842
$1K ﹤0.01%
+24
843
$1K ﹤0.01%
+1
844
$1K ﹤0.01%
+11
845
$1K ﹤0.01%
+62
846
$1K ﹤0.01%
+62
847
$1K ﹤0.01%
+47
848
$1K ﹤0.01%
+91
849
$1K ﹤0.01%
+300
850
$1K ﹤0.01%
+700
32 33
34
35 36