DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
This Quarter Return
+2.6%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$491M
AUM Growth
–
Cap. Flow
+$491M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.87%
Holding
134
New
132
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$27.3M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$22.3M |
| 3 |
Exxon Mobil
XOM
|
$20.7M |
| 4 |
Johnson & Johnson
JNJ
|
$19.3M |
| 5 |
Qualcomm
QCOM
|
$18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.64% |
| 2 | Financials | 14.98% |
| 3 | Technology | 13.92% |
| 4 | Energy | 13.79% |
| 5 | Consumer Staples | 10.57% |
