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
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Limited
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$487K 0.08%
3,522
+23
102
$485K 0.08%
19,738
+6,897
103
$483K 0.08%
2,845
-1,162
104
$478K 0.08%
10,884
-162
105
$468K 0.08%
15,144
+5,767
106
$459K 0.08%
13,810
-375
107
$457K 0.08%
6,390
-937
108
$449K 0.08%
11,329
-376
109
$448K 0.08%
18,178
+2,274
110
$444K 0.08%
4,803
+1,034
111
$436K 0.07%
2,740
-855
112
$434K 0.07%
9,061
-596
113
$416K 0.07%
5,695
-8,591
114
$406K 0.07%
17,593
-317
115
$405K 0.07%
25,217
116
$402K 0.07%
3,042
-7
117
$389K 0.07%
+8,521
118
$379K 0.06%
11,662
+4,654
119
$376K 0.06%
9,864
-3,684
120
$373K 0.06%
2,829
+342
121
$372K 0.06%
1,596
122
$370K 0.06%
8,550
123
$368K 0.06%
8,068
+1,832
124
$363K 0.06%
5,284
-36
125
$360K 0.06%
+4,173
3 4
5
6 7