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
$861M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$9.25M
4
ADBE icon
Adobe
ADBE
+$9.15M
5
HUM icon
Humana
HUM
+$7.88M

Top Sells

1
+$12.2M
2
+$10.8M
3
+$9.92M
4
GS icon
Goldman Sachs
GS
+$8.65M
5
ABT icon
Abbott
ABT
+$4.11M

Sector Composition

1 Technology 22.72%
2 Healthcare 14.13%
3 Financials 11.33%
4 Consumer Discretionary 9.55%
5 Consumer Staples 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$827K 0.1%
19,083
-2,463
102
$817K 0.09%
4,923
+1
103
$805K 0.09%
5,451
-290
104
$802K 0.09%
3,062
+110
105
$786K 0.09%
19,951
-691
106
$774K 0.09%
7,044
+560
107
$758K 0.09%
6,206
108
$739K 0.09%
28,373
-5,944
109
$735K 0.09%
8,992
-255
110
$619K 0.07%
4,337
-279
111
$618K 0.07%
10,571
+1,995
112
$599K 0.07%
5,734
-246
113
$597K 0.07%
21,787
+119
114
$595K 0.07%
5,097
+19
115
$590K 0.07%
7,478
+360
116
$590K 0.07%
2,891
-24
117
$580K 0.07%
5,787
+7
118
$575K 0.07%
14,884
+1,612
119
$568K 0.07%
42,000
+2,200
120
$562K 0.07%
9,324
+562
121
$558K 0.06%
3,789
+18
122
$552K 0.06%
3,732
+2
123
$537K 0.06%
7,158
+1,367
124
$528K 0.06%
6,027
+497
125
$518K 0.06%
9,308
+592
3 4
5
6 7