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
151
$231K 0.04%
2,991
+111
152
$228K 0.04%
3,894
153
$227K 0.04%
3,300
154
$217K 0.04%
5,407
-466
155
$212K 0.04%
40,626
+603
156
$209K 0.04%
+3,657
157
$208K 0.04%
+3,966
158
$206K 0.03%
+4,050
159
$203K 0.03%
8,294
-4,929
160
$200K 0.03%
+1,262
161
$145K 0.02%
+23,618
162
$140K 0.02%
10,643
163
$134K 0.02%
12,999
-641
164
$18K ﹤0.01%
+550
165
– –
-1,817
166
– –
-7,550
167
– –
-1,535
168
– –
-1,667
169
– –
-3,069
170
– –
-2,286
171
– –
-3,293
172
– –
-5,821
173
– –
-11,900
174
– –
-7,645
175
– –
-4,977
4 5 6
7
8