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
201
$256K 0.02%
1,552
202
$251K 0.02%
843
-521
203
$250K 0.02%
3,695
204
$248K 0.02%
3,667
+357
205
$245K 0.02%
1,114
-524
206
$243K 0.02%
+1,431
207
$241K 0.02%
1,540
-28
208
$237K 0.02%
+1,004
209
$237K 0.02%
2,040
-80
210
$237K 0.02%
2,076
211
$235K 0.02%
2,000
+74
212
$232K 0.02%
1,297
+13
213
$231K 0.02%
2,488
-500
214
$227K 0.02%
+1,085
215
$225K 0.02%
+1,454
216
$225K 0.02%
3,053
+22
217
$223K 0.02%
1,303
+66
218
$219K 0.02%
+631
219
$214K 0.02%
9,743
-1,080
220
$213K 0.02%
+1,509
221
$212K 0.02%
+1,529
222
$208K 0.01%
+817
223
$207K 0.01%
+837
224
$206K 0.01%
+2,701
225
$205K 0.01%
+1,178
6 7 8
9
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