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
$2.93K﹤0.01% 7––
$2.93K﹤0.01% 25
+1
+4%
+$117
$2.92K﹤0.01% 6
+1
+20%
+$487
$2.92K﹤0.01% 115
-12
-9%
-$304
$2.91K﹤0.01% 13
+1
+8%
+$224
$2.9K﹤0.01% 22
+4
+22%
+$527
$2.89K﹤0.01% 37
+2
+6%
+$156
$2.89K﹤0.01% 35
-1
-3%
-$83
$2.88K﹤0.01% 12––
$2.87K﹤0.01% 6––
$2.86K﹤0.01% 17
+1
+6%
+$168
$2.85K﹤0.01% 47
+11
+31%
+$668
$2.85K﹤0.01% 19
+1
+6%
+$150
$2.84K﹤0.01% 12––
$2.79K﹤0.01% 71
+2
+3%
+$78
$2.78K﹤0.01% 12––
$2.77K﹤0.01% 23––
$2.76K﹤0.01% 200––
$2.76K﹤0.01% 28
+5
+22%
+$493
$2.76K﹤0.01% 6––
$2.75K﹤0.01% 23
+2
+10%
+$239
$2.73K﹤0.01% 6––
$2.73K﹤0.01% 13––
$2.72K﹤0.01% 26
-5
-16%
-$523
$2.72K﹤0.01% 13––
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