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
1
$32.8M 5.21%
207,832
+8,094
2
$24.2M 3.85%
639,174
-1,086
3
$22.5M 3.58%
171,863
+1,654
4
$21M 3.33%
214,920
+56,100
5
$18.2M 2.9%
286,696
+25,176
6
$17.9M 2.85%
173,182
+9,795
7
$17.2M 2.74%
94,260
+16,714
8
$16.3M 2.6%
527,815
-1,641
9
$16.3M 2.59%
303,493
+17,607
10
$15.2M 2.41%
261,460
+5,740
11
$14.5M 2.3%
125,661
+74,832
12
$14.5M 2.3%
658,269
+4,733
13
$14.5M 2.3%
160,966
-2,352
14
$14.1M 2.24%
91,218
+283
15
$13.5M 2.15%
164,663
-73,007
16
$12.7M 2.02%
266,060
-339
17
$12.6M 2%
104,682
+2,270
18
$11.9M 1.89%
108,056
+816
19
$11.7M 1.87%
144,672
+1,152
20
$11.4M 1.81%
180,515
+479
21
$11.3M 1.79%
153,372
+1,994
22
$11.1M 1.77%
115,264
+6,461
23
$11.1M 1.77%
68,970
+1,777
24
$11M 1.75%
229,998
-438
25
$10.8M 1.72%
244,641
+1,872