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
101
$1.09M 0.1%
15,266
-252
102
$1.07M 0.1%
19,793
-93
103
$1.04M 0.1%
2,809
-334
104
$1.01M 0.1%
8,041
105
$960K 0.09%
3,411
-346
106
$933K 0.09%
6,206
107
$931K 0.09%
3,017
+1
108
$926K 0.09%
4,047
+1,015
109
$921K 0.09%
3,129
+14
110
$914K 0.09%
9,465
-100
111
$911K 0.09%
7,881
+3,121
112
$885K 0.08%
3,443
-241
113
$865K 0.08%
10,234
+20
114
$819K 0.08%
+58,657
115
$815K 0.08%
5,764
-46
116
$732K 0.07%
3,850
-175
117
$715K 0.07%
5,438
-256
118
$689K 0.07%
8,140
-598
119
$686K 0.07%
2,694
-51
120
$686K 0.07%
3,672
-12
121
$685K 0.07%
20,924
-1,752
122
$682K 0.07%
3,063
+120
123
$672K 0.06%
4,172
-22
124
$662K 0.06%
11,734
+319
125
$637K 0.06%
4,799
-299
3 4
5
6 7