DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
1-Year Return
9.32%
This Quarter Return
+11.73%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$688M
AUM Growth
+$95.3M
(+16%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
30.85%
Holding
876
New
1
Increased
117
Reduced
55
Closed
683
Top Buys
| 1 |
Walt Disney
DIS
|
$9.82M |
| 2 |
Packaging Corp of America
PKG
|
$8.33M |
| 3 |
Visa
V
|
$7.49M |
| 4 |
Paychex
PAYX
|
$6.95M |
| 5 |
Apple
AAPL
|
$6.37M |
Top Sells
| 1 |
Chipotle Mexican Grill
CMG
|
$8.46M |
| 2 |
Kraft Heinz
KHC
|
$6.38M |
| 3 |
Qualcomm
QCOM
|
$5.8M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.33M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.08M |
Sector Composition
| 1 | Financials | 17.34% |
| 2 | Technology | 16.34% |
| 3 | Healthcare | 12.98% |
| 4 | Consumer Staples | 9.82% |
| 5 | Energy | 9.13% |
