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
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.33M
3
+$7.49M
4
PAYX icon
Paychex
PAYX
+$6.95M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$8.46M
2
+$6.38M
3
+$5.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.33M
5
BSV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$916K 0.13%
2,684
+206
77
$853K 0.12%
22,502
+10,840
78
$848K 0.12%
6,652
-2,194
79
$846K 0.12%
9,618
-832
80
$846K 0.12%
16,239
+2,742
81
$843K 0.12%
32,919
82
$837K 0.12%
17,796
-12,410
83
$818K 0.12%
3,960
+504
84
$815K 0.12%
4,407
+278
85
$812K 0.12%
9,594
-1,948
86
$803K 0.12%
19,258
+9,394
87
$785K 0.11%
6,626
+182
88
$733K 0.11%
4,681
+597
89
$731K 0.11%
21,436
+16,948
90
$709K 0.1%
10,292
+1,310
91
$697K 0.1%
6,206
92
$684K 0.1%
8,085
+361
93
$653K 0.1%
5,801
-490
94
$622K 0.09%
3,876
-2,534
95
$621K 0.09%
8,324
+1,934
96
$621K 0.09%
3,688
-1,005
97
$619K 0.09%
6,052
-1,316
98
$610K 0.09%
2,845
99
$593K 0.09%
3,150
+597
100
$580K 0.08%
3,541
+19
2 3
4
5 6