DWM
Doyle Wealth Management Portfolio holdings
AUM
$1.16B
This Quarter Return
+10.32%
1 Year Return
-9.32%
3 Year Return
+32.31%
5 Year Return
+58.61%
10 Year Return
–
AUM
$1.39B
AUM Growth
+$1.39B
(+11%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
28.82%
Holding
238
New
15
Increased
113
Reduced
67
Closed
5
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.54M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.62M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.35M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.29M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$2.21M |
Top Sells
| 1 |
Amgen
AMGN
|
$2.35M |
| 2 |
Microsoft
MSFT
|
$1.57M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$805K |
| 4 |
Electronic Arts
EA
|
$719K |
| 5 |
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% |
