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
101
$492K 0.08%
2,328
-28
102
$484K 0.08%
10,836
-74,254
103
$481K 0.08%
11,221
-4,048
104
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2,985
+123
105
$455K 0.08%
5,749
-173
106
$452K 0.08%
24,325
+578
107
$448K 0.08%
9,532
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108
$439K 0.07%
14,642
-477
109
$427K 0.07%
1,764
+193
110
$423K 0.07%
6,864
+220
111
$421K 0.07%
2,636
-3,151
112
$418K 0.07%
2,842
-84
113
$408K 0.07%
2,394
-492
114
$405K 0.07%
7,443
-528
115
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20,366
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116
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117
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20,328
-1,500
118
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1,563
119
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120
$353K 0.06%
1,471
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121
$348K 0.06%
12,300
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122
$338K 0.06%
6,219
-652
123
$333K 0.06%
4,781
+482
124
$331K 0.06%
947
-35
125
$330K 0.06%
4,000
3 4
5
6 7