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
$861M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$9.25M
4
ADBE icon
Adobe
ADBE
+$9.15M
5
HUM icon
Humana
HUM
+$7.88M

Top Sells

1
+$12.2M
2
+$10.8M
3
+$9.92M
4
GS icon
Goldman Sachs
GS
+$8.65M
5
ABT icon
Abbott
ABT
+$4.11M

Sector Composition

1 Technology 22.72%
2 Healthcare 14.13%
3 Financials 11.33%
4 Consumer Discretionary 9.55%
5 Consumer Staples 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.03%
3,897
+263
152
$295K 0.03%
1,018
-65
153
$289K 0.03%
25,467
154
$286K 0.03%
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155
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7,986
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156
$282K 0.03%
14,367
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157
$277K 0.03%
2,391
158
$273K 0.03%
+3,329
159
$268K 0.03%
430
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160
$267K 0.03%
3,436
-354
161
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+1,660
162
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4,010
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163
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490
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164
$244K 0.03%
2,257
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165
$233K 0.03%
6,130
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166
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167
$230K 0.03%
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168
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3,310
169
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170
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+1,261
171
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1,613
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172
$221K 0.03%
5,975
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173
$219K 0.03%
+3,384
174
$215K 0.03%
3,686
+345
175
$210K 0.02%
30,710
4 5 6
7
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