DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Fund
S&P 500
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
851
$1K ﹤0.01%
+47
852
$1K ﹤0.01%
+200
853
$1K ﹤0.01%
+2,000
854
$0 ﹤0.01%
+1
855
$0 ﹤0.01%
+10
856
$0 ﹤0.01%
+1
857
$0 ﹤0.01%
+5
858
– –
-2,031
859
– –
-8,680
860
$0 ﹤0.01%
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861
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862
$0 ﹤0.01%
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863
– –
-13,588
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865
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866
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867
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868
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869
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871
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872
$0 ﹤0.01%
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873
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874
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875
$0 ﹤0.01%
+37
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