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
101
$521K 0.08%
6,227
102
$513K 0.08%
7,108
-87
103
$512K 0.08%
4,436
+373
104
$501K 0.08%
2,236
+52
105
$496K 0.08%
9,782
+91
106
$494K 0.08%
22,608
-1,289
107
$494K 0.08%
20,067
+1,149
108
$488K 0.08%
4,879
109
$481K 0.08%
2,898
+1
110
$471K 0.07%
8,715
+3,385
111
$458K 0.07%
5,704
+1
112
$439K 0.07%
5,758
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113
$426K 0.07%
20,083
+1,632
114
$413K 0.07%
6,223
-719
115
$409K 0.07%
2,740
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116
$408K 0.06%
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117
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118
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3,290
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119
$388K 0.06%
13,485
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120
$386K 0.06%
1,761
121
$383K 0.06%
4,005
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122
$382K 0.06%
4,914
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123
$376K 0.06%
4,548
+33
124
$358K 0.06%
3,837
-306
125
$357K 0.06%
3,131
-99
3 4
5
6 7