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
$1.21B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.6M
3
+$15.2M
4
AMAT icon
Applied Materials
AMAT
+$5.31M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$13.3M
2
+$1.52M
3
+$573K
4
HEI.A icon
HEICO Corp Class A
HEI.A
+$450K
5
TSM icon
TSMC
TSM
+$292K

Sector Composition

1 Technology 21.44%
2 Financials 12.9%
3 Healthcare 11.33%
4 Consumer Discretionary 8.63%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$643K 0.05%
2,682
-12
127
$634K 0.05%
19,102
-1,822
128
$626K 0.05%
4,239
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129
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130
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11,102
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131
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132
$552K 0.05%
7,503
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133
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4,685
134
$548K 0.05%
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135
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136
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137
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138
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2,090
139
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140
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141
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142
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144
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146
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147
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148
$455K 0.04%
7,986
149
$448K 0.04%
5,561
-94
150
$443K 0.04%
3,576
4 5
6
7 8