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
126
$343K 0.05%
8,860
+760
127
$335K 0.05%
4,535
128
$334K 0.05%
3,614
+4
129
$325K 0.05%
5,689
+544
130
$319K 0.05%
1,054
-80
131
$318K 0.05%
3,657
132
$310K 0.05%
7,560
+8
133
$309K 0.05%
24,625
134
$302K 0.05%
5,714
-1,767
135
$298K 0.05%
5,310
+1,939
136
$295K 0.05%
2,318
-66
137
$295K 0.05%
3,784
-5
138
$286K 0.05%
8,306
+6
139
$285K 0.05%
3,814
+388
140
$273K 0.04%
4,651
141
$273K 0.04%
3,619
+14
142
$271K 0.04%
621
-19,039
143
$270K 0.04%
+2,385
144
$269K 0.04%
3,039
145
$267K 0.04%
15,213
146
$266K 0.04%
4,477
+23
147
$265K 0.04%
5,695
148
$263K 0.04%
4,512
-141
149
$263K 0.04%
12,644
-952
150
$258K 0.04%
39,200
-6,360
4 5
6
7 8