DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $842M
This Quarter Return
+0.23%
1 Year Return
+9.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$794M
AUM Growth
+$4.33M
Cap. Flow
+$5.51M
Cap. Flow %
0.69%
Top 10 Hldgs %
68.48%
Holding
1,438
New
25
Increased
430
Reduced
422
Closed
57

Top Buys

1
$2.9M
2
$1.9M
3
$1.34M
4
$451K
5
$434K

Top Sells

1
$1.13M
2
$348K
3
$342K
4
$272K
5
$217K

Sector Composition

1Technology1.08%
2Consumer Discretionary0.47%
3Financials0.43%
4Materials0.4%
5Industrials0.25%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$6.06K﹤0.01% 49––
$6.05K﹤0.01% 13
+1
+8%
+$466
$6.02K﹤0.01% 26
+1
+4%
+$231
$6.02K﹤0.01% 30––
$5.91K﹤0.01% 57––
$5.84K﹤0.01% 22
+1
+5%
+$265
$5.78K﹤0.01% 60
+7
+13%
+$674
$5.69K﹤0.01% 13––
$5.66K﹤0.01% 57
+1
+2%
+$99
$5.61K﹤0.01% 77
+4
+5%
+$291
$5.59K﹤0.01% 35
+2
+6%
+$319
$5.59K﹤0.01% 16
-1
-6%
-$349
$5.56K﹤0.01% 17
-1
-6%
-$327
$5.54K﹤0.01% 27
-2
-7%
-$410
$5.53K﹤0.01% 35
+1
+3%
+$158
$5.53K﹤0.01% 16
-1
-6%
-$346
$5.43K﹤0.01% 33
+1
+3%
+$165
$5.39K﹤0.01% 78
+5
+7%
+$345
$5.38K﹤0.01% 43––
$5.36K﹤0.01% 18
-1
-5%
-$298
$5.32K﹤0.01% 149––
$5.3K﹤0.01% 4––
$5.27K﹤0.01% 68
-5
-7%
-$388
$5.22K﹤0.01% 24––
$5.18K﹤0.01% 30––
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