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
$861M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$9.25M
4
ADBE icon
Adobe
ADBE
+$9.15M
5
HUM icon
Humana
HUM
+$7.88M

Top Sells

1
+$12.2M
2
+$10.8M
3
+$9.92M
4
GS icon
Goldman Sachs
GS
+$8.65M
5
ABT icon
Abbott
ABT
+$4.11M

Sector Composition

1 Technology 22.72%
2 Healthcare 14.13%
3 Financials 11.33%
4 Consumer Discretionary 9.55%
5 Consumer Staples 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$490K 0.06%
3,902
+1
127
$489K 0.06%
1,761
128
$483K 0.06%
4,729
129
$461K 0.05%
2,031
130
$450K 0.05%
2,725
+2
131
$449K 0.05%
4,735
+200
132
$438K 0.05%
5,601
133
$419K 0.05%
7,520
-568
134
$415K 0.05%
3,099
+323
135
$383K 0.04%
7,592
+18
136
$358K 0.04%
14,869
+967
137
$357K 0.04%
1,523
-44
138
$353K 0.04%
2,735
-257
139
$353K 0.04%
3,121
+1
140
$352K 0.04%
1,667
141
$341K 0.04%
3,657
142
$337K 0.04%
2,152
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143
$334K 0.04%
2,482
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144
$329K 0.04%
23,625
145
$328K 0.04%
4,343
-148
146
$325K 0.04%
1,030
+1
147
$317K 0.04%
4,408
-65
148
$313K 0.04%
+6,161
149
$306K 0.04%
2,040
+1
150
$298K 0.03%
1,394
4 5
6
7 8