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
$1.21B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.6M
3
+$15.2M
4
AMAT icon
Applied Materials
AMAT
+$5.31M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$13.3M
2
+$1.52M
3
+$573K
4
HEI.A icon
HEICO Corp Class A
HEI.A
+$450K
5
TSM icon
TSMC
TSM
+$292K

Sector Composition

1 Technology 21.44%
2 Financials 12.9%
3 Healthcare 11.33%
4 Consumer Discretionary 8.63%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$433K 0.04%
3,600
152
$427K 0.04%
1,119
+1
153
$425K 0.04%
25,342
154
$416K 0.03%
14,367
155
$412K 0.03%
30,710
156
$411K 0.03%
1,733
157
$406K 0.03%
1,667
158
$405K 0.03%
7,302
+12
159
$398K 0.03%
2,838
160
$397K 0.03%
6,620
-1,310
161
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5,500
+116
162
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4,272
163
$363K 0.03%
1,552
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164
$362K 0.03%
1,364
+1
165
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1,802
+3
166
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3,831
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167
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3,154
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168
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169
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170
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1,738
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171
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908
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172
$328K 0.03%
3,166
+13
173
$324K 0.03%
16,526
-500
174
$322K 0.03%
2,151
175
$319K 0.03%
1,893
5 6
7
8 9