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
$1.04B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$3.95M
4
AMT icon
American Tower
AMT
+$3.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.76M

Top Sells

1
+$9.88M
2
+$7.98M
3
+$7.78M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
VTRS icon
Viatris
VTRS
+$1.06M

Sector Composition

1 Technology 21.62%
2 Financials 13.49%
3 Healthcare 11.98%
4 Consumer Discretionary 9.13%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.7M 1.4%
44,857
-827
27
$14.2M 1.36%
142,911
-166
28
$14.1M 1.35%
74,653
+70,566
29
$14M 1.34%
62,590
+662
30
$13.8M 1.32%
64,603
+18,469
31
$13.5M 1.29%
79,319
+2,966
32
$13.1M 1.26%
71,202
-42,155
33
$12.5M 1.2%
169,792
+5,838
34
$12.2M 1.17%
34,523
+31,773
35
$11.6M 1.11%
236,432
+1,692
36
$11.4M 1.09%
151,115
+17,857
37
$11.3M 1.08%
155,265
-3,986
38
$10.9M 1.04%
90,959
+4,786
39
$10.6M 1.01%
26,275
+1,686
40
$10.3M 0.98%
41,234
+951
41
$9.92M 0.95%
90,768
+772
42
$9.59M 0.92%
91,479
-1,061
43
$9.25M 0.89%
58,548
-979
44
$9.16M 0.88%
19,280
+180
45
$9.14M 0.87%
241,074
+53,004
46
$8.91M 0.85%
25,292
+1,521
47
$8.83M 0.85%
114,302
+4,611
48
$8.42M 0.81%
53,475
+6,328
49
$8.24M 0.79%
19,653
+279
50
$7.94M 0.76%
58,651
+1,916
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