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
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.62M
3
+$2.35M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.29M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.21M

Top Sells

1
+$2.35M
2
+$1.57M
3
+$805K
4
EA icon
Electronic Arts
EA
+$719K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$613K

Sector Composition

1 Technology 21.77%
2 Financials 11.65%
3 Healthcare 11.42%
4 Consumer Discretionary 8.36%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.09%
3,867
+89
102
$1.2M 0.09%
4,525
-447
103
$1.18M 0.09%
8,050
+794
104
$1.16M 0.08%
3,455
-99
105
$1.16M 0.08%
8,041
106
$1.12M 0.08%
5,180
+132
107
$1.09M 0.08%
3,076
+223
108
$1.07M 0.08%
3,513
+102
109
$1.04M 0.07%
3,752
+76
110
$1.04M 0.07%
6,006
111
$1.04M 0.07%
3,888
-56
112
$999K 0.07%
9,655
-35
113
$986K 0.07%
6,029
+4
114
$952K 0.07%
3,684
+1
115
$946K 0.07%
18,800
+11
116
$933K 0.07%
8,897
-1,054
117
$930K 0.07%
9,634
+392
118
$871K 0.06%
6,098
-1,503
119
$848K 0.06%
6,600
-400
120
$843K 0.06%
3,644
-39
121
$798K 0.06%
4,589
+59
122
$728K 0.05%
17,312
+40
123
$719K 0.05%
12,620
+279
124
$702K 0.05%
11,046
+1,918
125
$699K 0.05%
19,660
+59
3 4
5
6 7