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
$800M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.08M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
V icon
Visa
V
+$2.51M

Top Sells

1
+$9.29M
2
+$5.24M
3
+$1.95M
4
CL icon
Colgate-Palmolive
CL
+$487K
5
LOW icon
Lowe's Companies
LOW
+$476K

Sector Composition

1 Financials 17.34%
2 Technology 15.83%
3 Healthcare 11.88%
4 Communication Services 10.38%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$211K 0.03%
+1,877
202
$205K 0.03%
3,658
-900
203
$203K 0.03%
+959
204
$203K 0.03%
+1,372
205
$203K 0.03%
+671
206
$201K 0.03%
+1,465
207
$200K 0.03%
+3,000
208
$162K 0.02%
12,678
209
$155K 0.02%
10,643
210
$149K 0.02%
16,054
-409
211
– –
-2,538
212
– –
-1,874
213
– –
-10,025
214
– –
-3,550
215
– –
-4,421
216
– –
-2,111
5 6 7 8
9