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
201
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-4,984
202
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203
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204
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-8,468
205
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206
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-1,465
207
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-1,316
208
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-2,634
209
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-4,234
210
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-5,851
211
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-64,900
212
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213
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214
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215
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216
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-3,000
217
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5 6 7 8
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