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
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.33M
3
+$7.49M
4
PAYX icon
Paychex
PAYX
+$6.95M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$8.46M
2
+$6.38M
3
+$5.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Sector Composition

1 Financials 17.34%
2 Technology 16.34%
3 Healthcare 12.98%
4 Consumer Staples 9.82%
5 Energy 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$407K 0.06%
15,213
-2,380
127
$400K 0.06%
6,455
+872
128
$394K 0.06%
11,192
+1,607
129
$379K 0.06%
4,520
-167
130
$372K 0.05%
7,616
-1,445
131
$362K 0.05%
4,174
+1
132
$357K 0.05%
3,657
-186
133
$356K 0.05%
1,183
-270
134
$354K 0.05%
3,526
135
$353K 0.05%
1,334
+159
136
$344K 0.05%
8,441
+796
137
$343K 0.05%
4,507
+275
138
$342K 0.05%
11,906
-7,832
139
$341K 0.05%
1,921
+201
140
$340K 0.05%
6,371
-4,513
141
$337K 0.05%
3,151
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142
$335K 0.05%
4,535
143
$333K 0.05%
1,871
+23
144
$330K 0.05%
8,468
145
$329K 0.05%
18,537
+13,256
146
$329K 0.05%
8,272
+900
147
$325K 0.05%
11,838
-392
148
$310K 0.05%
2,902
-1,901
149
$309K 0.04%
10,047
+621
150
$308K 0.04%
4,651
4 5
6
7 8