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
$5.17K﹤0.01% 44
+2
+5%
+$235
$5.15K﹤0.01% 91
-2
-2%
-$113
$5.1K﹤0.01% 230––
$5.08K﹤0.01% 175––
$5.06K﹤0.01% 53
-1
-2%
-$95
$5.04K﹤0.01% 49
-1
-2%
-$103
$4.97K﹤0.01% 76––
$4.89K﹤0.01% 1,000––
$4.85K﹤0.01% 33
+4
+14%
+$588
$4.82K﹤0.01% 35––
$4.81K﹤0.01% 71
+8
+13%
+$542
$4.79K﹤0.01% 12––
$4.76K﹤0.01% 35
+1
+3%
+$136
$4.75K﹤0.01% 21––
$4.75K﹤0.01% 114
+11
+11%
+$458
$4.73K﹤0.01% 37
-3
-8%
-$383
$4.73K﹤0.01% 38––
$4.72K﹤0.01% 8
-2
-20%
-$1.18K
$4.72K﹤0.01% 26
-9
-26%
-$1.63K
$4.71K﹤0.01% 49
-1
-2%
-$96
$4.71K﹤0.01% 18
+1
+6%
+$262
$4.7K﹤0.01% 482
-2
-0.4%
-$20
$4.69K﹤0.01% 38
+1
+3%
+$124
$4.63K﹤0.01% 30
+1
+3%
+$154
$4.62K﹤0.01% 16
-1
-6%
-$289
1 131415161758