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
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.62M
3
+$2.35M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.29M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.21M

Top Sells

1
+$2.35M
2
+$1.57M
3
+$805K
4
EA icon
Electronic Arts
EA
+$719K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$613K

Sector Composition

1 Technology 21.77%
2 Financials 11.65%
3 Healthcare 11.42%
4 Consumer Discretionary 8.36%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$345K 0.02%
5,931
-566
177
$344K 0.02%
1,620
178
$343K 0.02%
4,025
+806
179
$340K 0.02%
3,300
+2
180
$336K 0.02%
2,151
181
$335K 0.02%
858
-50
182
$333K 0.02%
2,577
-90
183
$332K 0.02%
6,644
184
$329K 0.02%
14,367
185
$328K 0.02%
848
-40
186
$324K 0.02%
1,565
187
$317K 0.02%
1,898
-941
188
$307K 0.02%
8,468
189
$306K 0.02%
1,230
190
$298K 0.02%
3,073
+242
191
$290K 0.02%
15,225
192
$281K 0.02%
3,287
+98
193
$278K 0.02%
2,771
194
$274K 0.02%
+3,275
195
$270K 0.02%
449
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196
$268K 0.02%
450
197
$265K 0.02%
+1,628
198
$264K 0.02%
1,987
+2
199
$262K 0.02%
929
+1
200
$257K 0.02%
3,266
+43
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