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
$629M
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.47M
3
+$4.28M
4
ACN icon
Accenture
ACN
+$3.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.06M

Top Sells

1
+$16.8M
2
+$13.3M
3
+$12.2M
4
CHTR icon
Charter Communications
CHTR
+$8.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6M

Sector Composition

1 Technology 17.11%
2 Healthcare 14.07%
3 Financials 12.6%
4 Consumer Staples 10.38%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.72%
199,382
+1,168
27
$10.7M 1.7%
86,970
+34,898
28
$10.7M 1.69%
141,935
-509
29
$10.5M 1.67%
243,881
+1,967
30
$10.5M 1.66%
275,521
-40,605
31
$10.4M 1.65%
142,917
-21,619
32
$9.65M 1.53%
142,674
+35,354
33
$9.52M 1.51%
120,602
+3,347
34
$9.38M 1.49%
57,436
+19,557
35
$8.72M 1.39%
100,466
+1,935
36
$8.65M 1.38%
52,338
+4,518
37
$8.06M 1.28%
191,370
+2,022
38
$6.64M 1.06%
469,493
-56,686
39
$6.11M 0.97%
54,697
+2,558
40
$5.88M 0.93%
99,034
+2,051
41
$5.84M 0.93%
97,092
+8,976
42
$5.22M 0.83%
34,635
-598
43
$2.94M 0.47%
41,590
+6,815
44
$2.9M 0.46%
11,235
-255
45
$2.81M 0.45%
+96,632
46
$2.64M 0.42%
19,755
+209
47
$2.59M 0.41%
85,701
+17,655
48
$2.42M 0.38%
72,471
+9,076
49
$2.38M 0.38%
34,070
+245
50
$2.37M 0.38%
75,403
+2,513
1
2
3 4 5