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
$800M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.08M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
V icon
Visa
V
+$2.51M

Top Sells

1
+$9.29M
2
+$5.24M
3
+$1.95M
4
CL icon
Colgate-Palmolive
CL
+$487K
5
LOW icon
Lowe's Companies
LOW
+$476K

Sector Composition

1 Financials 17.34%
2 Technology 15.83%
3 Healthcare 11.88%
4 Communication Services 10.38%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$477K 0.06%
3,230
+21
127
$472K 0.06%
25,217
128
$469K 0.06%
3,283
+44
129
$464K 0.06%
15,213
130
$457K 0.06%
4,515
+714
131
$455K 0.06%
4,807
-315
132
$451K 0.06%
5,695
133
$438K 0.05%
4,948
+108
134
$426K 0.05%
3,657
135
$418K 0.05%
13,596
+29
136
$411K 0.05%
3,610
+959
137
$406K 0.05%
7,552
+98
138
$405K 0.05%
2,634
+18
139
$402K 0.05%
2,384
+29
140
$401K 0.05%
7,481
-725
141
$393K 0.05%
2,155
142
$390K 0.05%
1,134
143
$382K 0.05%
4,535
144
$374K 0.05%
5,145
-2,905
145
$366K 0.05%
8,100
+4
146
$343K 0.04%
3,789
+643
147
$340K 0.04%
12,079
+286
148
$335K 0.04%
3,605
+17
149
$335K 0.04%
+4,653
150
$331K 0.04%
4,454
+197
4 5
6
7 8