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
$800M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.08M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
V icon
Visa
V
+$2.51M

Top Sells

1
+$9.29M
2
+$5.24M
3
+$1.95M
4
CL icon
Colgate-Palmolive
CL
+$487K
5
LOW icon
Lowe's Companies
LOW
+$476K

Sector Composition

1 Financials 17.34%
2 Technology 15.83%
3 Healthcare 11.88%
4 Communication Services 10.38%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.04%
4,651
152
$329K 0.04%
1,496
+19
153
$328K 0.04%
1,729
-194
154
$327K 0.04%
8,468
155
$317K 0.04%
17,016
-292
156
$315K 0.04%
2,132
-50
157
$314K 0.04%
2,448
+263
158
$310K 0.04%
3,039
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159
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2,041
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160
$308K 0.04%
1,722
161
$302K 0.04%
7,582
+1,497
162
$301K 0.04%
18,000
-7,000
163
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4,980
+1,506
164
$296K 0.04%
+5,330
165
$289K 0.04%
1,641
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166
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-1,376
167
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+3,371
168
$282K 0.04%
8,685
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169
$278K 0.03%
3,253
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170
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171
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1,173
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172
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4,593
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173
$273K 0.03%
18,000
174
$271K 0.03%
2,490
175
$270K 0.03%
1,392
-179
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7
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