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
$3.16K﹤0.01% 18––
$3.16K﹤0.01% 6––
$3.13K﹤0.01% 34
+1
+3%
+$92
$3.13K﹤0.01% 30
-12
-29%
-$1.25K
$3.11K﹤0.01% 41
-1
-2%
-$76
$3.11K﹤0.01% 15––
$3.08K﹤0.01% 50
-5
-9%
-$308
$3.07K﹤0.01% 31––
$3.06K﹤0.01% 41
+8
+24%
+$597
$3.05K﹤0.01% 34––
$3.05K﹤0.01% 6––
$3.05K﹤0.01% 12
+4
+50%
+$1.02K
$3.05K﹤0.01% 37––
$3.04K﹤0.01% 36
+1
+3%
+$84
$3.04K﹤0.01% 13
+1
+8%
+$234
$3.03K﹤0.01% 114
+2
+2%
+$53
$3.01K﹤0.01% 77––
$3K﹤0.01% 23
+2
+10%
+$261
$2.99K﹤0.01% 35
+3
+9%
+$257
$2.99K﹤0.01% 26
-4
-13%
-$459
$2.98K﹤0.01% 12––
$2.96K﹤0.01% 37
+1
+3%
+$80
$2.96K﹤0.01% 33
+1
+3%
+$90
$2.95K﹤0.01% 45
-3
-6%
-$196
$2.94K﹤0.01% 81
+6
+8%
+$217
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