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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.03%
1,256
+1
177
$234K 0.03%
3,215
+6
178
$230K 0.03%
1,890
179
$218K 0.03%
6,037
+9
180
$218K 0.03%
3,169
+16
181
$217K 0.03%
3,065
-100
182
$216K 0.03%
2,112
183
$213K 0.03%
+2,644
184
$212K 0.03%
1,083
185
$211K 0.03%
3,923
+23
186
$208K 0.03%
1,928
-198
187
$207K 0.03%
+3,932
188
$205K 0.03%
+839
189
$197K 0.03%
+2,315
190
$195K 0.03%
+1,421
191
$195K 0.03%
+1,312
192
$194K 0.03%
+3,468
193
$191K 0.03%
+3,000
194
$189K 0.03%
+1,863
195
$189K 0.03%
1,387
-199
196
$189K 0.03%
+670
197
$189K 0.03%
+2,874
198
$188K 0.03%
+2,812
199
$187K 0.03%
+1,240
200
$187K 0.03%
+1,540
6 7
8
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