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
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.33M
3
+$7.49M
4
PAYX icon
Paychex
PAYX
+$6.95M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$8.46M
2
+$6.38M
3
+$5.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Sector Composition

1 Financials 17.34%
2 Technology 16.34%
3 Healthcare 12.98%
4 Consumer Staples 9.82%
5 Energy 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$576K 0.08%
3,696
+654
102
$573K 0.08%
5,255
-3,183
103
$571K 0.08%
18,515
+6,386
104
$558K 0.08%
5,544
+100
105
$540K 0.08%
4,645
+1,564
106
$537K 0.08%
4,938
+1,634
107
$534K 0.08%
13,815
+5
108
$517K 0.08%
3,008
+146
109
$501K 0.07%
2,997
+859
110
$499K 0.07%
16,159
+14,619
111
$494K 0.07%
2,245
+2
112
$485K 0.07%
16,405
-1,773
113
$462K 0.07%
7,039
+5,886
114
$462K 0.07%
25,217
115
$461K 0.07%
1,868
+859
116
$448K 0.07%
1,725
+129
117
$446K 0.06%
8,555
+34
118
$438K 0.06%
2,982
+242
119
$437K 0.06%
24,625
+300
120
$432K 0.06%
6,803
-404
121
$432K 0.06%
5,695
122
$431K 0.06%
5,284
123
$428K 0.06%
8,298
+207
124
$415K 0.06%
8,262
+194
125
$412K 0.06%
11,041
-288
3 4
5
6 7