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
826
$1K ﹤0.01%
+6
827
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+42
828
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+5
830
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831
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832
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833
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834
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835
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836
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837
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838
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839
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+700
840
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841
$1K ﹤0.01%
+29
842
$0 ﹤0.01%
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844
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845
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846
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847
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848
$0 ﹤0.01%
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849
$0 ﹤0.01%
+4
850
-1,945