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
$4.1K﹤0.01% 63––
$4.09K﹤0.01% 131
+5
+4%
+$156
$4.09K﹤0.01% 12
+1
+9%
+$341
$3.98K﹤0.01% 48
+7
+17%
+$580
$3.97K﹤0.01% 26––
$3.96K﹤0.01% 7––
$3.96K﹤0.01% 28
+3
+12%
+$424
$3.94K﹤0.01% 62
+20
+48%
+$1.27K
$3.93K﹤0.01% 7––
$3.87K﹤0.01% 80
-23
-22%
-$1.11K
$3.81K﹤0.01% 23––
$3.77K﹤0.01% 41
+3
+8%
+$276
$3.75K﹤0.01% 50
+1
+2%
+$75
$3.75K﹤0.01% 30
-5
-14%
-$625
$3.69K﹤0.01% 23
+3
+15%
+$481
$3.67K﹤0.01% 73
-14
-16%
-$703
$3.66K﹤0.01% 50––
$3.65K﹤0.01% 83
+9
+12%
+$396
$3.64K﹤0.01% 11
-1
-8%
-$331
$3.6K﹤0.01% 47
+2
+4%
+$153
$3.58K﹤0.01% 31
+1
+3%
+$116
$3.55K﹤0.01% 14
+1
+8%
+$254
$3.55K﹤0.01% 24––
$3.49K﹤0.01% 11––
$3.49K﹤0.01% 6––
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