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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$608K 0.08%
3,150
102
$596K 0.08%
3,806
+110
103
$578K 0.08%
3,455
-86
104
$574K 0.08%
5,561
+17
105
$574K 0.08%
5,175
-80
106
$555K 0.08%
3,011
+3
107
$552K 0.08%
2,246
+1
108
$546K 0.08%
2,028
+694
109
$535K 0.07%
6,922
-1,402
110
$532K 0.07%
13,685
-130
111
$526K 0.07%
3,025
+28
112
$509K 0.07%
4,598
-47
113
$494K 0.07%
1,869
+1
114
$483K 0.07%
4,339
-599
115
$466K 0.06%
25,217
116
$463K 0.06%
3,196
+214
117
$454K 0.06%
6,815
-224
118
$452K 0.06%
3,526
119
$450K 0.06%
8,592
+37
120
$448K 0.06%
24,625
121
$447K 0.06%
15,406
-999
122
$443K 0.06%
5,695
123
$442K 0.06%
5,307
+23
124
$436K 0.06%
8,298
125
$433K 0.06%
15,213
3 4
5
6 7