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
$1.21B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.6M
3
+$15.2M
4
AMAT icon
Applied Materials
AMAT
+$5.31M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$13.3M
2
+$1.52M
3
+$573K
4
HEI.A icon
HEICO Corp Class A
HEI.A
+$450K
5
TSM icon
TSMC
TSM
+$292K

Sector Composition

1 Technology 21.44%
2 Financials 12.9%
3 Healthcare 11.33%
4 Consumer Discretionary 8.63%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.68M 0.22%
20,010
+1,972
77
$2.6M 0.22%
25,505
+612
78
$2.55M 0.21%
42,187
+1,862
79
$2.54M 0.21%
46,959
+601
80
$2.26M 0.19%
40,305
-1,837
81
$2.17M 0.18%
9,732
+2,083
82
$1.95M 0.16%
12,962
+534
83
$1.85M 0.15%
5,081
+61
84
$1.85M 0.15%
34,859
+2,534
85
$1.71M 0.14%
35,093
-184
86
$1.67M 0.14%
23,808
87
$1.61M 0.13%
4,014
+523
88
$1.58M 0.13%
3,688
-44
89
$1.56M 0.13%
11,138
+767
90
$1.47M 0.12%
31,232
+804
91
$1.46M 0.12%
3,664
-37
92
$1.43M 0.12%
4,040
+30
93
$1.41M 0.12%
18,535
+87
94
$1.4M 0.12%
87,164
+28,507
95
$1.36M 0.11%
17,451
+2,185
96
$1.35M 0.11%
32,686
-229
97
$1.28M 0.11%
5,286
-790
98
$1.27M 0.11%
6,678
+6
99
$1.26M 0.1%
10,140
-245
100
$1.2M 0.1%
7,544
-12
2 3
4
5 6