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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.72K﹤0.01% 17
-2
-11%
-$320
$2.72K﹤0.01% 33
+4
+14%
+$329
$2.7K﹤0.01% 10
+3
+43%
+$810
$2.7K﹤0.01% 124
+21
+20%
+$456
$2.68K﹤0.01% 11
$2.65K﹤0.01% 15
-3
-17%
-$529
$2.64K﹤0.01% 77
+17
+28%
+$582
$2.63K﹤0.01% 45
+4
+10%
+$234
$2.63K﹤0.01% 35
+5
+17%
+$376
$2.63K﹤0.01% 23
+3
+15%
+$342
$2.62K﹤0.01% 24
+4
+20%
+$437
$2.61K﹤0.01% 36
$2.61K﹤0.01% 65
+8
+14%
+$321
$2.58K﹤0.01% 37
$2.57K﹤0.01% 89
+2
+2%
+$58
$2.57K﹤0.01% 16
+2
+14%
+$321
$2.56K﹤0.01% 13
-1
-7%
-$197
$2.54K﹤0.01% 7
$2.53K﹤0.01% 23
+1
+5%
+$110
$2.5K﹤0.01% 19
$2.49K﹤0.01% 14
+2
+17%
+$356
$2.46K﹤0.01% 28
+9
+47%
+$792
$2.46K﹤0.01% 28
-1
-3%
-$88
$2.46K﹤0.01% 31
+5
+19%
+$396
$2.43K﹤0.01% 18