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
76
$957K 0.13%
24,720
+2,218
77
$946K 0.13%
2,603
-81
78
$887K 0.12%
6,652
79
$852K 0.12%
9,652
+34
80
$846K 0.12%
9,612
+18
81
$842K 0.12%
32,919
82
$836K 0.12%
3,964
+4
83
$823K 0.11%
4,407
84
$816K 0.11%
6,607
-19
85
$812K 0.11%
17,915
+119
86
$803K 0.11%
18,884
-374
87
$801K 0.11%
2,201
-850
88
$733K 0.1%
+7,214
89
$728K 0.1%
4,684
+3
90
$724K 0.1%
6,206
91
$712K 0.1%
10,311
+19
92
$700K 0.1%
22,861
+6,702
93
$687K 0.1%
6,056
+4
94
$667K 0.09%
14,097
-2,142
95
$652K 0.09%
20,847
+2,332
96
$648K 0.09%
2,845
97
$633K 0.09%
3,876
98
$627K 0.09%
7,980
-105
99
$622K 0.09%
5,416
-385
100
$613K 0.08%
3,702
+14
2 3
4
5 6