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
201
$220K 0.02%
3,310
202
$218K 0.02%
289
-6
203
$218K 0.02%
+450
204
$216K 0.02%
+3,254
205
$212K 0.02%
+2,687
206
$210K 0.02%
3,425
-152
207
$207K 0.02%
2,420
-964
208
$207K 0.02%
1,160
-47
209
$201K 0.02%
+1,546
210
$201K 0.02%
1,620
211
$187K 0.02%
18,000
212
$161K 0.02%
10,643
213
$138K 0.01%
14,009
-389
214
$97K 0.01%
13,500
215
– –
-7,210
216
– –
-1,202
217
– –
-961
218
– –
-445
219
– –
-1,830
220
– –
-56,370
221
– –
-3,053
5 6 7 8
9