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
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.33M
3
+$7.49M
4
PAYX icon
Paychex
PAYX
+$6.95M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$8.46M
2
+$6.38M
3
+$5.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Sector Composition

1 Financials 17.34%
2 Technology 16.34%
3 Healthcare 12.98%
4 Consumer Staples 9.82%
5 Energy 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.04%
3,572
+227
152
$287K 0.04%
2,170
+8
153
$285K 0.04%
1,722
+34
154
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1,639
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155
$281K 0.04%
1,655
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156
$280K 0.04%
1,945
157
$280K 0.04%
1,383
+4
158
$276K 0.04%
9,832
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159
$272K 0.04%
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-4
160
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161
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3,039
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162
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163
$268K 0.04%
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164
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165
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166
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167
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168
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169
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170
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171
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172
$236K 0.03%
2,398
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173
$236K 0.03%
1,984
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174
$234K 0.03%
3,165
+19
175
$233K 0.03%
3,669
+1,215
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7
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