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
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Ltd
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$206K 0.03%
1,379
+3
177
$204K 0.03%
2,666
-2,010
178
$203K 0.03%
+3,313
179
$199K 0.03%
2,040
+14
180
$197K 0.03%
3,146
-855
181
$191K 0.03%
2,112
182
$191K 0.03%
+3,977
183
$189K 0.03%
1,890
184
$187K 0.03%
9,021
+21
185
$187K 0.03%
6,019
-368
186
$180K 0.03%
+1,174
187
$178K 0.03%
+2,604
188
$175K 0.03%
+666
189
$170K 0.03%
681
-256
190
$169K 0.03%
+1,434
191
$169K 0.03%
1,254
-491
192
$163K 0.03%
+2,000
193
$160K 0.03%
+2,674
194
$159K 0.03%
+3,983
195
$159K 0.03%
+5,270
196
$157K 0.03%
+2,030
197
$155K 0.03%
+8,945
198
$154K 0.03%
+2,329
199
$153K 0.03%
+1,848
200
$152K 0.03%
+1,083
6 7
8
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