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
76
$817K 0.13%
9,498
+1,427
77
$814K 0.13%
10,059
+496
78
$808K 0.13%
16,172
+11,457
79
$801K 0.13%
31,624
-7,675
80
$799K 0.13%
23,829
+394
81
$795K 0.13%
3,049
-663
82
$785K 0.12%
3,705
+9
83
$780K 0.12%
32,919
84
$773K 0.12%
3,265
+346
85
$760K 0.12%
5,944
-157
86
$747K 0.12%
9,339
-73
87
$715K 0.11%
5,430
+1,523
88
$697K 0.11%
2,845
89
$679K 0.11%
10,623
90
$655K 0.1%
4,723
91
$627K 0.1%
4,000
-16
92
$600K 0.1%
8,041
93
$578K 0.09%
2,852
-2
94
$576K 0.09%
7,901
+385
95
$560K 0.09%
14,485
+227
96
$558K 0.09%
10,014
-9,442
97
$555K 0.09%
6,485
-153
98
$536K 0.09%
6,022
+305
99
$523K 0.08%
3,136
+5
100
$523K 0.08%
4,442
+120
2 3
4
5 6