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
151
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