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
$1K ﹤0.01%
+42
828
$1K ﹤0.01%
+24
829
$1K ﹤0.01%
+5
830
$1K ﹤0.01%
+11
831
$1K ﹤0.01%
+32
832
$1K ﹤0.01%
+13
833
$1K ﹤0.01%
+19
834
$1K ﹤0.01%
+73
835
$1K ﹤0.01%
+30
836
$1K ﹤0.01%
+34
837
$1K ﹤0.01%
+7
838
$1K ﹤0.01%
+14
839
$1K ﹤0.01%
+700
840
$1K ﹤0.01%
+57
841
$1K ﹤0.01%
+29
842
$0 ﹤0.01%
+2
843
$0 ﹤0.01%
+1
844
$0 ﹤0.01%
+1
845
$0 ﹤0.01%
+35
846
$0 ﹤0.01%
+25
847
$0 ﹤0.01%
+47
848
$0 ﹤0.01%
+12
849
$0 ﹤0.01%
+4
850
– –
-1,945
31 32 33
34
35