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
$723M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.35M
3
+$2.15M
4
COR icon
Cencora
COR
+$733K
5
AMZN icon
Amazon
AMZN
+$517K

Top Sells

1
+$12.9M
2
+$615K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$354K
5
BA icon
Boeing
BA
+$309K

Sector Composition

1 Financials 17.13%
2 Technology 13.72%
3 Healthcare 13.28%
4 Consumer Staples 9.82%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$184K 0.03%
+1,112
202
$178K 0.02%
+10,010
203
$174K 0.02%
+1,200
204
$174K 0.02%
+2,084
205
$173K 0.02%
+2,910
206
$172K 0.02%
+2,696
207
$171K 0.02%
+1,011
208
$171K 0.02%
+1,278
209
$169K 0.02%
+2,182
210
$167K 0.02%
+1,402
211
$165K 0.02%
+1,230
212
$165K 0.02%
+1,261
213
$162K 0.02%
+5,270
214
$160K 0.02%
+2,581
215
$159K 0.02%
+6,832
216
$159K 0.02%
+1,739
217
$158K 0.02%
+3,169
218
$155K 0.02%
+5,233
219
$155K 0.02%
+3,077
220
$154K 0.02%
+328
221
$154K 0.02%
+1,770
222
$153K 0.02%
+2,841
223
$153K 0.02%
+1,186
224
$151K 0.02%
+1,491
225
$150K 0.02%
12,678
7 8
9
10 11