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
$688M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.33M
3
+$7.49M
4
PAYX icon
Paychex
PAYX
+$6.95M
5
AAPL icon
Apple
AAPL
+$6.37M

Top Sells

1
+$8.46M
2
+$6.38M
3
+$5.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Sector Composition

1 Financials 17.34%
2 Technology 16.34%
3 Healthcare 12.98%
4 Consumer Staples 9.82%
5 Energy 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$230K 0.03%
1,890
177
$228K 0.03%
1,255
+1
178
$225K 0.03%
2,126
+528
179
$222K 0.03%
6,028
+9
180
$220K 0.03%
1,539
+527
181
$218K 0.03%
2,112
182
$212K 0.03%
3,153
-963
183
$209K 0.03%
1,158
-16
184
$208K 0.03%
1,586
-849
185
$205K 0.03%
1,083
186
$202K 0.03%
3,900
-83
187
$196K 0.03%
18,875
+4,916
188
$157K 0.02%
10,367
+10,111
189
$148K 0.02%
12,678
190
$147K 0.02%
10,643
191
$103K 0.02%
2,044
+729
192
$23K ﹤0.01%
62,250
193
– –
-14
194
– –
-207
195
– –
-466
196
– –
-560
197
– –
-148
198
– –
-2,006
199
– –
-166
200
– –
-300
6 7
8
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