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
1
$32.5M 5.46%
355,659
-23,302
2
$22M 3.71%
280,980
-1,442
3
$18.7M 3.15%
338,092
+10,860
4
$18.2M 3.07%
165,740
-4,339
5
$17.9M 3.01%
239,559
-27,336
6
$17.5M 2.95%
590,439
+27,546
7
$17.3M 2.92%
332,837
-5,662
8
$17.3M 2.91%
151,518
+21,558
9
$17.3M 2.91%
273,047
+628
10
$16.9M 2.84%
501,653
+3,939
11
$15.9M 2.67%
431,714
-2,098
12
$14.6M 2.46%
114,086
+1,536
13
$14.3M 2.41%
71,856
+21,714
14
$13.8M 2.33%
136,993
+4,518
15
$13.6M 2.29%
260,122
+43,946
16
$13.5M 2.27%
543,432
+346
17
$12.6M 2.12%
187,074
+3,013
18
$11.8M 1.98%
46,772
+694
19
$11.5M 1.93%
119,985
-520
20
$11.4M 1.93%
144,418
+5,679
21
$11.4M 1.92%
151,397
+6,199
22
$10.8M 1.81%
235,429
+1,628
23
$10.6M 1.78%
163,500
+8,401
24
$9.92M 1.67%
248,071
+7,476
25
$9.74M 1.64%
66,415
+61,273
1
2 3 4 5