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
$1.21B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.6M
3
+$15.2M
4
AMAT icon
Applied Materials
AMAT
+$5.31M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$13.3M
2
+$1.52M
3
+$573K
4
HEI.A icon
HEICO Corp Class A
HEI.A
+$450K
5
TSM icon
TSMC
TSM
+$292K

Sector Composition

1 Technology 21.44%
2 Financials 12.9%
3 Healthcare 11.33%
4 Consumer Discretionary 8.63%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$318K 0.03%
5,910
+25
177
$312K 0.03%
+4,266
178
$309K 0.03%
8,468
179
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+1,164
180
$300K 0.02%
15,225
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181
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182
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1,001
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183
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184
$288K 0.02%
2,988
185
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186
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187
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3,187
+8
188
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1,265
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189
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190
$270K 0.02%
3,238
+4
191
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192
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193
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194
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4,003
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195
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290
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196
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2,831
197
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198
$249K 0.02%
3,695
199
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2,117
+4
200
$248K 0.02%
469
5 6 7
8
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