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
$861M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$9.25M
4
ADBE icon
Adobe
ADBE
+$9.15M
5
HUM icon
Humana
HUM
+$7.88M

Top Sells

1
+$12.2M
2
+$10.8M
3
+$9.92M
4
GS icon
Goldman Sachs
GS
+$8.65M
5
ABT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$209K 0.02%
+4,024
177
$208K 0.02%
+1,455
178
$207K 0.02%
1,499
-144
179
$206K 0.02%
4,250
-375
180
$205K 0.02%
+2,111
181
$202K 0.02%
2,871
-1,099
182
$202K 0.02%
+3,254
183
$201K 0.02%
+3,373
184
$186K 0.02%
11,748
-2,197
185
$159K 0.02%
17,015
186
$155K 0.02%
10,643
187
$145K 0.02%
14,398
188
$145K 0.02%
18,000
189
$82K 0.01%
13,500
-5,000
190
– –
-3,593
191
– –
-4,244
192
– –
-6,166
193
– –
-2,856
194
– –
-2,836
195
– –
-8,468
4 5 6 7
8