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
$800M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.08M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
V icon
Visa
V
+$2.51M

Top Sells

1
+$9.29M
2
+$5.24M
3
+$1.95M
4
CL icon
Colgate-Palmolive
CL
+$487K
5
LOW icon
Lowe's Companies
LOW
+$476K

Sector Composition

1 Financials 17.34%
2 Technology 15.83%
3 Healthcare 11.88%
4 Communication Services 10.38%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$268K 0.03%
45,560
-6,640
177
$268K 0.03%
1,954
178
$263K 0.03%
+8,542
179
$258K 0.03%
6,501
-449
180
$257K 0.03%
1,083
181
$254K 0.03%
1,984
182
$254K 0.03%
4,234
-168
183
$249K 0.03%
4,552
-397
184
$249K 0.03%
+1,258
185
$238K 0.03%
2,238
-169
186
$238K 0.03%
+1,317
187
$237K 0.03%
+4,715
188
$236K 0.03%
+803
189
$235K 0.03%
+9,735
190
$233K 0.03%
18,500
191
$232K 0.03%
2,112
192
$232K 0.03%
7,984
-1,219
193
$230K 0.03%
2,641
-8
194
$224K 0.03%
1,933
+2
195
$223K 0.03%
3,426
-142,686
196
$222K 0.03%
4,026
+58
197
$219K 0.03%
3,884
-321
198
$214K 0.03%
+2,807
199
$212K 0.03%
1,316
+4
200
$212K 0.03%
+1,325
5 6 7
8
9