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
$800M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.08M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
V icon
Visa
V
+$2.51M

Top Sells

1
+$9.29M
2
+$5.24M
3
+$1.95M
4
CL icon
Colgate-Palmolive
CL
+$487K
5
LOW icon
Lowe's Companies
LOW
+$476K

Sector Composition

1 Financials 17.34%
2 Technology 15.83%
3 Healthcare 11.88%
4 Communication Services 10.38%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.16%
19,456
+390
77
$1.22M 0.15%
25,444
+1,829
78
$1.2M 0.15%
7,301
-786
79
$1.15M 0.14%
2,940
-458
80
$1.04M 0.13%
23,435
+2,971
81
$1.02M 0.13%
32,919
82
$996K 0.12%
3,712
+1
83
$967K 0.12%
8,071
-3,969
84
$951K 0.12%
10,623
85
$936K 0.12%
4,402
+1
86
$918K 0.11%
8,041
-1,000
87
$905K 0.11%
3,696
-243
88
$890K 0.11%
9,412
-79
89
$872K 0.11%
9,563
-282
90
$863K 0.11%
2,919
-12
91
$839K 0.1%
6,101
-422
92
$831K 0.1%
6,227
93
$826K 0.1%
6,638
-74
94
$780K 0.1%
23,897
+898
95
$777K 0.1%
2,845
96
$746K 0.09%
18,918
+194
97
$739K 0.09%
9,691
+34
98
$732K 0.09%
4,016
+6
99
$712K 0.09%
14,258
+136
100
$696K 0.09%
3,907
+427
2 3
4
5 6