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
$800M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.08M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
V icon
Visa
V
+$2.51M

Top Sells

1
+$9.29M
2
+$5.24M
3
+$1.95M
4
CL icon
Colgate-Palmolive
CL
+$487K
5
LOW icon
Lowe's Companies
LOW
+$476K

Sector Composition

1 Financials 17.34%
2 Technology 15.83%
3 Healthcare 11.88%
4 Communication Services 10.38%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$688K 0.09%
2,854
+262
102
$685K 0.09%
5,717
+313
103
$673K 0.08%
4,063
+225
104
$672K 0.08%
4,056
-630
105
$656K 0.08%
2,014
-14
106
$650K 0.08%
18,451
+283
107
$643K 0.08%
3,131
+41
108
$640K 0.08%
7,516
-402
109
$632K 0.08%
3,732
+16
110
$626K 0.08%
4,879
111
$621K 0.08%
4,723
+134
112
$596K 0.07%
7,195
+9
113
$579K 0.07%
2,184
-64
114
$572K 0.07%
4,322
+77
115
$566K 0.07%
13,750
+55
116
$560K 0.07%
1,904
+34
117
$555K 0.07%
2,897
-128
118
$555K 0.07%
4,984
+800
119
$523K 0.07%
5,703
-17
120
$502K 0.06%
1,761
-20
121
$500K 0.06%
24,625
122
$492K 0.06%
8,300
+6
123
$485K 0.06%
7,450
+1,100
124
$485K 0.06%
4,143
+230
125
$478K 0.06%
6,942
-7,077
3 4
5
6 7