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
51
$2.46M 0.41%
17,766
+223
52
$2.39M 0.4%
31,632
-1,240
53
$2.37M 0.4%
36,743
+146
54
$2.11M 0.36%
25,612
+1,362
55
$2.1M 0.35%
37,005
56
$2.03M 0.34%
34,121
-52
57
$1.93M 0.33%
26,950
+971
58
$1.87M 0.32%
10,507
+33
59
$1.3M 0.22%
8,875
-274
60
$1.19M 0.2%
44,230
-12,505
61
$1.16M 0.2%
41,039
+802
62
$1.12M 0.19%
13,981
63
$1.1M 0.19%
36,905
+1,869
64
$1.05M 0.18%
61,861
+4,646
65
$994K 0.17%
6,837
+10
66
$934K 0.16%
4,888
+2,245
67
$928K 0.16%
12,820
-740
68
$923K 0.16%
6,802
-7
69
$919K 0.15%
4,610
-92
70
$902K 0.15%
6,355
-379
71
$875K 0.15%
8,479
+188
72
$870K 0.15%
25,462
-1,166
73
$847K 0.14%
7,062
+788
74
$832K 0.14%
5,638
+1,616
75
$829K 0.14%
7,525
-540
1 2
3
4 5