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
826
$1K ﹤0.01%
+188
827
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+80
828
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+70
829
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+10
830
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+8
831
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+152
832
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+25
833
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+24
834
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835
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+313
836
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+47
837
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+58
838
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+42
839
$1K ﹤0.01%
+24
840
$1K ﹤0.01%
+5
841
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+11
842
$1K ﹤0.01%
+62
843
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+62
844
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+47
845
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+91
846
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+300
847
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+700
848
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+200
849
$1K ﹤0.01%
+2,000
850
$1K ﹤0.01%
+200