DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
This Quarter Return
+7.05%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$800M
AUM Growth
+$800M
(+10%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
28.33%
Holding
217
New
19
Increased
108
Reduced
57
Closed
6
Top Buys
| 1 |
Accenture
ACN
|
$7.98M |
| 2 |
Danaher
DHR
|
$7.09M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.06M |
| 4 |
Amazon
AMZN
|
$4.43M |
| 5 |
Visa
V
|
$2.51M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$9.29M |
| 2 |
Procter & Gamble
PG
|
$5.24M |
| 3 |
Raymond James Financial
RJF
|
$1.95M |
| 4 |
Colgate-Palmolive
CL
|
$487K |
| 5 |
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% |
