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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$427K 0.06%
1,605
-120
127
$423K 0.06%
8,290
+28
128
$393K 0.05%
5,233
-1,570
129
$390K 0.05%
4,174
130
$387K 0.05%
6,350
-105
131
$382K 0.05%
1,183
132
$381K 0.05%
2,616
+1,077
133
$379K 0.05%
4,520
134
$377K 0.05%
2,834
+762
135
$371K 0.05%
10,562
-479
136
$367K 0.05%
7,438
-178
137
$366K 0.05%
3,176
+25
138
$362K 0.05%
3,657
139
$352K 0.05%
4,508
+1
140
$351K 0.05%
4,535
141
$345K 0.05%
11,938
+32
142
$345K 0.05%
1,923
+2
143
$336K 0.05%
8,276
+4
144
$327K 0.05%
11,865
+27
145
$322K 0.04%
9,421
-1,771
146
$322K 0.04%
5,817
-554
147
$318K 0.04%
9,582
-465
148
$314K 0.04%
8,468
149
$311K 0.04%
17,355
-1,182
150
$307K 0.04%
1,871
4 5
6
7 8