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
51
$7.84M 0.75%
138,971
+18,870
52
$7.4M 0.71%
30,945
+13,635
53
$7.08M 0.68%
29,140
-851
54
$6.76M 0.65%
137,596
+30,769
55
$6.7M 0.64%
282,991
-31,645
56
$5.38M 0.52%
17,640
+5,777
57
$5.21M 0.5%
111,679
+2,803
58
$4.56M 0.44%
20,588
+5,327
59
$4.51M 0.43%
89,343
+25,442
60
$4.45M 0.43%
79,689
-4,137
61
$4.33M 0.41%
19,948
+779
62
$3.96M 0.38%
38,881
+8,318
63
$3.86M 0.37%
9,742
-48
64
$3.71M 0.36%
30,496
+11,506
65
$3.3M 0.32%
67,140
-2,282
66
$3.13M 0.3%
42,876
+155
67
$2.96M 0.28%
29,334
-1,706
68
$2.96M 0.28%
27,326
+1,586
69
$2.92M 0.28%
127,930
-8,296
70
$2.8M 0.27%
53,718
+22,434
71
$2.7M 0.26%
42,142
-154,411
72
$2.52M 0.24%
30,543
+1,367
73
$2.51M 0.24%
18,038
+1,138
74
$2.51M 0.24%
40,325
+466
75
$2.44M 0.23%
46,358
-657
1 2
3
4 5