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
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.62M
3
+$2.35M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.29M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.21M

Top Sells

1
+$2.35M
2
+$1.57M
3
+$805K
4
EA icon
Electronic Arts
EA
+$719K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$613K

Sector Composition

1 Technology 21.77%
2 Financials 11.65%
3 Healthcare 11.42%
4 Consumer Discretionary 8.36%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.08M 0.22%
21,300
-220
77
$2.98M 0.21%
50,253
+260
78
$2.93M 0.21%
25,291
+95
79
$2.75M 0.2%
11,370
+85
80
$2.53M 0.18%
39,868
+3,452
81
$2.41M 0.17%
13,613
+307
82
$2.14M 0.15%
6,081
+2,907
83
$2.05M 0.15%
4,305
+616
84
$1.96M 0.14%
38,103
-2,094
85
$1.88M 0.13%
5,233
+58
86
$1.83M 0.13%
23,808
87
$1.82M 0.13%
12,974
+1,632
88
$1.82M 0.13%
34,152
-978
89
$1.72M 0.12%
58,630
+3,000
90
$1.69M 0.12%
4,248
+1
91
$1.69M 0.12%
33,922
+1,658
92
$1.66M 0.12%
3,613
-58
93
$1.6M 0.11%
32,736
94
$1.54M 0.11%
90,086
+1,552
95
$1.43M 0.1%
18,423
+145
96
$1.43M 0.1%
2,937
+1
97
$1.41M 0.1%
10,557
-685
98
$1.36M 0.1%
18,143
+611
99
$1.34M 0.1%
6,690
+6
100
$1.3M 0.09%
7,731
+164
2 3
4
5 6