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
$2.25K﹤0.01% 37
+2
+6%
+$122
$2.25K﹤0.01% 38
-1
-3%
-$59
$2.23K﹤0.01% 35
+3
+9%
+$191
$2.23K﹤0.01% 22
+1
+5%
+$101
$2.23K﹤0.01% 7––
$2.22K﹤0.01% 15
-1
-6%
-$148
$2.21K﹤0.01% 6––
$2.21K﹤0.01% 22
+4
+22%
+$402
$2.21K﹤0.01% 89
+4
+5%
+$99
$2.2K﹤0.01% 6––
$2.2K﹤0.01% 189
+50
+36%
+$582
$2.19K﹤0.01% 12––
$2.19K﹤0.01% 12
+2
+20%
+$365
$2.18K﹤0.01% 69
+6
+10%
+$189
$2.18K﹤0.01% 14––
$2.17K﹤0.01% 35
+11
+46%
+$683
$2.17K﹤0.01% 28
+1
+4%
+$78
$2.17K﹤0.01% 14
+1
+8%
+$155
$2.17K﹤0.01% 13––
$2.17K﹤0.01% 30
-3
-9%
-$217
$2.17K﹤0.01% 31––
$2.16K﹤0.01% 15––
$2.15K﹤0.01% 28
+1
+4%
+$77
$2.15K﹤0.01% 16
-1
-6%
-$135
$2.15K﹤0.01% 20––
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