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
151
$255K 0.04%
10,811
+5,831
152
$253K 0.04%
2,723
+275
153
$253K 0.04%
2,140
+8
154
$247K 0.04%
1,700
-29
155
$244K 0.04%
1,842
+201
156
$243K 0.04%
+33,210
157
$240K 0.04%
5,688
+1,095
158
$234K 0.04%
1,173
159
$234K 0.04%
7,584
+3,700
160
$232K 0.04%
1,717
-5
161
$229K 0.04%
8,722
+37
162
$229K 0.04%
1,083
163
$228K 0.04%
25,467
+250
164
$227K 0.04%
1,260
+2
165
$226K 0.04%
905
+102
166
$225K 0.04%
+600
167
$215K 0.03%
4,300
+274
168
$212K 0.03%
1,716
-268
169
$211K 0.03%
6,846
-604
170
$211K 0.03%
14,769
+2,690
171
$203K 0.03%
1,393
+1
172
$201K 0.03%
2,024
+70
173
$182K 0.03%
+39,533
174
$178K 0.03%
16,516
-500
175
$171K 0.03%
18,500
5 6
7
8 9