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
$2.43K﹤0.01% 35
+3
+9%
+$209
$2.42K﹤0.01% 59
+7
+13%
+$287
$2.41K﹤0.01% 26
-1
-4%
-$93
$2.38K﹤0.01% 37
-1
-3%
-$64
$2.38K﹤0.01% 26
+1
+4%
+$92
$2.38K﹤0.01% 21
-2
-9%
-$226
$2.37K﹤0.01% 65
+2
+3%
+$73
$2.36K﹤0.01% 2
-1
-33%
-$1.18K
$2.36K﹤0.01% 32––
$2.36K﹤0.01% 44
-3
-6%
-$161
$2.36K﹤0.01% 13
+1
+8%
+$181
$2.34K﹤0.01% 51––
$2.34K﹤0.01% 32
+1
+3%
+$73
$2.34K﹤0.01% 28
-1
-3%
-$84
$2.33K﹤0.01% 7––
$2.32K﹤0.01% 69
+1
+1%
+$34
$2.32K﹤0.01% 22––
$2.31K﹤0.01% 61
+2
+3%
+$76
$2.29K﹤0.01% 6––
$2.29K﹤0.01% 30
-1
-3%
-$76
$2.28K﹤0.01% 235
+6
+3%
+$58
$2.28K﹤0.01% 18
+1
+6%
+$126
$2.27K﹤0.01% 42
+4
+11%
+$216
$2.27K﹤0.01% 14––
$2.26K﹤0.01% 24
+1
+4%
+$94
1 202122232458