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
76
$2.42M 0.23%
57,289
+7,521
77
$2.41M 0.23%
6,621
-3
78
$2.31M 0.22%
22,300
-1,040
79
$2.29M 0.22%
24,893
-5,235
80
$2.13M 0.2%
28,097
+1,033
81
$1.79M 0.17%
5,020
-159
82
$1.75M 0.17%
12,428
+361
83
$1.67M 0.16%
32,325
+4,702
84
$1.58M 0.15%
7,649
-526
85
$1.56M 0.15%
35,277
-181
86
$1.55M 0.15%
23,808
87
$1.49M 0.14%
3,732
+368
88
$1.39M 0.13%
30,428
-605
89
$1.36M 0.13%
6,076
-45
90
$1.33M 0.13%
3,701
-112
91
$1.32M 0.13%
10,371
-52
92
$1.3M 0.12%
3,491
+1,872
93
$1.28M 0.12%
4,010
-43
94
$1.25M 0.12%
18,448
-332
95
$1.23M 0.12%
10,385
-388
96
$1.21M 0.12%
10,623
97
$1.18M 0.11%
32,915
98
$1.17M 0.11%
6,672
-31
99
$1.16M 0.11%
5,021
+15
100
$1.15M 0.11%
7,556
+185
2 3
4
5 6