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
$592M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.93M
3
+$6.91M
4
PAYX icon
Paychex
PAYX
+$5.86M
5
TSM icon
TSMC
TSM
+$5.63M

Top Sells

1
+$14.5M
2
+$7.99M
3
+$7.64M
4
IBM icon
IBM
IBM
+$6.92M
5
SLB icon
SLB Limited
SLB
+$6.35M

Sector Composition

1 Financials 16.71%
2 Healthcare 14.85%
3 Technology 13.48%
4 Consumer Staples 11.44%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$151K 0.03%
+2,168
202
$151K 0.03%
+1,326
203
$148K 0.03%
+1,130
204
$148K 0.03%
+3,259
205
$148K 0.03%
+376
206
$148K 0.03%
+1,497
207
$147K 0.02%
+952
208
$147K 0.02%
1,255
-374
209
$146K 0.02%
+1,598
210
$145K 0.02%
+3,167
211
$145K 0.02%
+1,144
212
$143K 0.02%
+2,454
213
$141K 0.02%
+1,078
214
$140K 0.02%
1,607
-510
215
$138K 0.02%
+1,778
216
$137K 0.02%
+2,899
217
$134K 0.02%
+1,795
218
$133K 0.02%
10,643
219
$132K 0.02%
12,678
220
$132K 0.02%
+4,488
221
$132K 0.02%
+2,528
222
$126K 0.02%
+6,832
223
$122K 0.02%
3,000
224
$122K 0.02%
+1,012
225
$121K 0.02%
+1,849
7 8
9
10 11