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
$3.48K﹤0.01% 7––
$3.47K﹤0.01% 8––
$3.47K﹤0.01% 19––
$3.46K﹤0.01% 53
-2
-4%
-$131
$3.43K﹤0.01% 35
+7
+25%
+$685
$3.42K﹤0.01% 12
+1
+9%
+$285
$3.4K﹤0.01% 22
+2
+10%
+$309
$3.39K﹤0.01% 11
-1
-8%
-$308
$3.39K﹤0.01% 64
-8
-11%
-$424
$3.38K﹤0.01% 18
+1
+6%
+$188
$3.36K﹤0.01% 8––
$3.36K﹤0.01% 30
-3
-9%
-$335
$3.34K﹤0.01% 40
+1
+3%
+$84
$3.32K﹤0.01% 23
+1
+5%
+$145
$3.3K﹤0.01% 32
+1
+3%
+$103
$3.29K﹤0.01% 23
-1
-4%
-$143
$3.28K﹤0.01% 63
-1
-2%
-$52
$3.26K﹤0.01% 50
+10
+25%
+$652
$3.26K﹤0.01% 14
+1
+8%
+$233
$3.25K﹤0.01% 27
-7
-21%
-$843
$3.22K﹤0.01% 10––
$3.22K﹤0.01% 19
+1
+6%
+$169
$3.2K﹤0.01% 60
+2
+3%
+$107
$3.2K﹤0.01% 12––
$3.17K﹤0.01% 100
-3
-3%
-$95
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