DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
This Quarter Return
+10.44%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$861M
AUM Growth
+$861M
(+13%)
Cap. Flow
+$67.9M
Cap. Flow
% of AUM
7.89%
Top 10 Holdings %
Top 10 Hldgs %
30.95%
Holding
195
New
17
Increased
92
Reduced
57
Closed
6
Top Buys
| 1 |
Apple
AAPL
|
$27.7M |
| 2 |
United Parcel Service
UPS
|
$11.7M |
| 3 |
Salesforce
CRM
|
$10.2M |
| 4 |
Roper Technologies
ROP
|
$9.25M |
| 5 |
Adobe
ADBE
|
$9.15M |
Top Sells
| 1 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$12.2M |
| 2 |
AT&T
T
|
$10.8M |
| 3 |
Coca-Cola
KO
|
$9.92M |
| 4 |
Goldman Sachs
GS
|
$8.65M |
| 5 |
Abbott
ABT
|
$4.11M |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Healthcare | 14.13% |
| 3 | Financials | 11.33% |
| 4 | Consumer Discretionary | 9.55% |
| 5 | Consumer Staples | 8.14% |
