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
$4.56K﹤0.01% 21––
$4.53K﹤0.01% 13––
$4.53K﹤0.01% 69
-4
-5%
-$262
$4.5K﹤0.01% 25
-1
-4%
-$180
$4.44K﹤0.01% 7
-1
-13%
-$634
$4.44K﹤0.01% 26––
$4.44K﹤0.01% 12
-1
-8%
-$370
$4.38K﹤0.01% 32
-5
-14%
-$684
$4.37K﹤0.01% 23
+2
+10%
+$380
$4.33K﹤0.01% 100––
$4.32K﹤0.01% 17––
$4.32K﹤0.01% 53––
$4.31K﹤0.01% 31
+2
+7%
+$278
$4.3K﹤0.01% 78
+62
+388%
+$3.42K
$4.29K﹤0.01% 52––
$4.29K﹤0.01% 18
-1
-5%
-$238
$4.25K﹤0.01% 53
+2
+4%
+$160
$4.2K﹤0.01% 59
+4
+7%
+$285
$4.19K﹤0.01% 32––
$4.17K﹤0.01% 60––
$4.16K﹤0.01% 21
+1
+5%
+$198
$4.16K﹤0.01% 20
+1
+5%
+$208
$4.12K﹤0.01% 44
+4
+10%
+$375
$4.12K﹤0.01% 17––
$4.12K﹤0.01% 100
+31
+45%
+$1.28K
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