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
176
– –
-10,413
177
– –
-3,502
178
– –
-10,211
179
– –
-2,430
180
– –
-1,109
181
– –
-4,000
182
– –
-4,000
4 5 6 7
8