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
126
$327K 0.06%
3,255
+388
127
$321K 0.05%
2,650
+8
128
$315K 0.05%
4,535
129
$309K 0.05%
4,646
-1,305
130
$306K 0.05%
3,928
-579
131
$304K 0.05%
3,526
132
$303K 0.05%
27,340
-10,305
133
$298K 0.05%
8,468
134
$288K 0.05%
1,897
-63
135
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+3,685
136
$283K 0.05%
1,841
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137
$281K 0.05%
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138
$273K 0.05%
9,803
-746
139
$272K 0.05%
2,000
-1,487
140
$264K 0.04%
4,403
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141
$260K 0.04%
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142
$253K 0.04%
4,546
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143
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144
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4,651
145
$247K 0.04%
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146
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1,625
147
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3,651
-196
148
$241K 0.04%
3,133
-78
149
$240K 0.04%
+7,557
150
$231K 0.04%
1,045
-11
4 5
6
7 8