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
$594M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$8.27M
3
+$5.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.33M
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.95M

Top Sells

1
+$3.32M
2
+$2.13M
3
+$2.04M
4
NEE icon
NextEra Energy
NEE
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$503K

Sector Composition

1 Financials 16.97%
2 Technology 15.95%
3 Healthcare 14.45%
4 Energy 13.23%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.61M 1.62%
221,176
+5,104
27
$9.58M 1.61%
184,760
+11,440
28
$9.18M 1.54%
117,014
+4,218
29
$8.27M 1.39%
+129,862
30
$7.92M 1.33%
72,016
+2,545
31
$7.57M 1.27%
158,219
-5,141
32
$7.42M 1.25%
123,859
-1,986
33
$7.18M 1.21%
52,519
+2,233
34
$6.89M 1.16%
22,128
-505
35
$6.54M 1.1%
69,077
-331
36
$6.3M 1.06%
121,178
+5,559
37
$5.81M 0.98%
190,365
+414
38
$5.71M 0.96%
52,314
-230
39
$5.44M 0.92%
143,649
+461
40
$5.37M 0.9%
34,367
+1,564
41
$5.1M 0.86%
+290,180
42
$4.58M 0.77%
33,640
+749
43
$4.11M 0.69%
97,872
-9,792
44
$3.47M 0.58%
70,060
-999
45
$3.46M 0.58%
84,808
-32,924
46
$3.28M 0.55%
1,434,064
+99,374
47
$3.08M 0.52%
59,640
+3,900
48
$2.95M 0.5%
+456,850
49
$2.67M 0.45%
31,925
-2,704
50
$2.64M 0.44%
10,037
-529
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