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
$861M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$9.25M
4
ADBE icon
Adobe
ADBE
+$9.15M
5
HUM icon
Humana
HUM
+$7.88M

Top Sells

1
+$12.2M
2
+$10.8M
3
+$9.92M
4
GS icon
Goldman Sachs
GS
+$8.65M
5
ABT icon
Abbott
ABT
+$4.11M

Sector Composition

1 Technology 22.72%
2 Healthcare 14.13%
3 Financials 11.33%
4 Consumer Discretionary 9.55%
5 Consumer Staples 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.18%
8,297
-577
77
$1.49M 0.17%
14,374
+5,810
78
$1.47M 0.17%
8,617
+422
79
$1.44M 0.17%
37,259
-2,454
80
$1.21M 0.14%
4,357
+47
81
$1.2M 0.14%
6,433
-477
82
$1.2M 0.14%
43,671
+6,972
83
$1.18M 0.14%
3,078
-213
84
$1.18M 0.14%
3,775
+2
85
$1.16M 0.14%
3,907
+420
86
$1.16M 0.13%
9,961
+655
87
$1.11M 0.13%
3,297
-67
88
$1.1M 0.13%
23,808
89
$1.1M 0.13%
10,547
-150
90
$1.06M 0.12%
24,535
+649
91
$1.03M 0.12%
2,845
92
$1.01M 0.12%
31,062
-72
93
$965K 0.11%
2,880
-102
94
$942K 0.11%
10,623
95
$883K 0.1%
3,880
+79
96
$882K 0.1%
19,056
-3,252
97
$877K 0.1%
7,425
-512
98
$874K 0.1%
32,915
99
$852K 0.1%
9,616
-281
100
$842K 0.1%
8,041
2 3
4
5 6