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
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Limited
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.06%
3,081
+6
127
$356K 0.06%
1,453
+326
128
$352K 0.06%
3,304
-3,560
129
$348K 0.06%
5,583
+1,600
130
$347K 0.06%
4,687
-229
131
$345K 0.06%
24,325
132
$343K 0.06%
2,138
+399
133
$335K 0.06%
2,553
-5
134
$329K 0.06%
+12,129
135
$320K 0.05%
3,843
-29
136
$315K 0.05%
8,091
-803
137
$314K 0.05%
1,995
+1,017
138
$312K 0.05%
4,535
139
$309K 0.05%
+2,435
140
$308K 0.05%
9,585
+579
141
$307K 0.05%
18,500
-500
142
$306K 0.05%
3,345
+13
143
$298K 0.05%
1,848
-51
144
$291K 0.05%
12,230
-1,424
145
$287K 0.05%
3,526
146
$285K 0.05%
9,426
+2,619
147
$283K 0.05%
9,697
+2,162
148
$281K 0.05%
7,645
+1,051
149
$272K 0.05%
4,629
-8
150
$272K 0.05%
3,059
+7
4 5
6
7 8