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
51
$2.36M 0.38%
29,878
+211
52
$2.14M 0.34%
11,443
+14
53
$1.68M 0.27%
46,934
+8,805
54
$1.59M 0.25%
27,320
+960
55
$1.44M 0.23%
48,250
+5
56
$1.4M 0.22%
31,310
-2,259
57
$1.35M 0.21%
6,206
+8
58
$1.31M 0.21%
24,252
+681
59
$1.27M 0.2%
8,879
+375
60
$1.23M 0.2%
47,526
+10,061
61
$1.16M 0.19%
25,666
-2,241
62
$1.16M 0.18%
4,804
-75
63
$1.13M 0.18%
4,367
+340
64
$1.1M 0.18%
3,249
+309
65
$1.09M 0.17%
8,452
+1,151
66
$1.03M 0.16%
11,423
+107
67
$1.03M 0.16%
9,683
-559
68
$1.02M 0.16%
24,036
69
$1.01M 0.16%
7,174
-311
70
$1M 0.16%
25,454
+10
71
$949K 0.15%
9,565
+29
72
$931K 0.15%
41,700
-1,106
73
$925K 0.15%
26,914
-3,738
74
$896K 0.14%
3,142
+1,238
75
$836K 0.13%
4,390
-12
1 2
3
4 5