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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.04%
4,651
152
$301K 0.04%
7,336
-1,105
153
$298K 0.04%
1,317
+11
154
$298K 0.04%
1,640
+1
155
$295K 0.04%
1,722
156
$295K 0.04%
3,572
157
$294K 0.04%
2,913
+11
158
$292K 0.04%
2,170
159
$285K 0.04%
1,655
160
$284K 0.04%
2,027
+7
161
$282K 0.04%
3,039
162
$276K 0.04%
1,385
+2
163
$273K 0.04%
742
164
$264K 0.04%
18,500
165
$259K 0.04%
5,251
+682
166
$258K 0.04%
2,943
+3
167
$255K 0.04%
1,465
+307
168
$250K 0.03%
9,690
+18
169
$248K 0.03%
2,398
170
$247K 0.03%
1,984
171
$246K 0.03%
4,509
+16
172
$246K 0.03%
4,402
-116
173
$242K 0.03%
3,089
+3
174
$239K 0.03%
3,680
+11
175
$238K 0.03%
8,543
-1,289
5 6
7
8 9