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
76
$826K 0.14%
27,770
+2,265
77
$737K 0.12%
2,248
+12
78
$719K 0.12%
10,476
-203
79
$699K 0.12%
2,633
+11
80
$675K 0.11%
8,715
-937
81
$674K 0.11%
32,301
+1,792
82
$672K 0.11%
5,211
+312
83
$671K 0.11%
4,192
+200
84
$670K 0.11%
6,006
85
$651K 0.11%
6,977
+3,574
86
$645K 0.11%
3,516
+95
87
$644K 0.11%
3,768
+18
88
$617K 0.1%
6,203
-2,797
89
$587K 0.1%
14,500
-500
90
$577K 0.1%
9,253
-3,361
91
$559K 0.09%
5,344
-250
92
$536K 0.09%
4,170
+459
93
$535K 0.09%
3,800
94
$531K 0.09%
1,572
-172
95
$528K 0.09%
6,019
-248
96
$514K 0.09%
10,509
-1,581
97
$512K 0.09%
+25,217
98
$511K 0.09%
11,557
+1,791
99
$508K 0.09%
7,319
+215
100
$504K 0.08%
4,847
-200
2 3
4
5 6