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
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Limited
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$271K 0.05%
4,651
152
$270K 0.05%
1,175
-221
153
$270K 0.05%
+2,290
154
$263K 0.04%
8,468
155
$262K 0.04%
4,232
-593
156
$259K 0.04%
3,952
+812
157
$259K 0.04%
1,720
+541
158
$255K 0.04%
2,944
-455
159
$248K 0.04%
+7,372
160
$248K 0.04%
2,162
+15
161
$248K 0.04%
4,320
-747
162
$242K 0.04%
+1,806
163
$238K 0.04%
3,975
+1,123
164
$234K 0.04%
1,652
+121
165
$233K 0.04%
+1,945
166
$226K 0.04%
+1,688
167
$222K 0.04%
4,116
+3
168
$220K 0.04%
3,177
-421
169
$219K 0.04%
2,014
+8
170
$219K 0.04%
4,504
-22
171
$218K 0.04%
9,263
-500
172
$217K 0.04%
2,264
+8
173
$210K 0.04%
1,310
174
$207K 0.03%
3,513
175
$206K 0.03%
1,009
+59
5 6
7
8 9