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
$2.15K﹤0.01% 9
-1
-10%
-$238
$2.14K﹤0.01% 24––
$2.14K﹤0.01% 14
-1
-7%
-$153
$2.13K﹤0.01% 7––
$2.12K﹤0.01% 6––
$2.1K﹤0.01% 7––
$2.1K﹤0.01% 13
+1
+8%
+$162
$2.1K﹤0.01% 122
+2
+2%
+$34
$2.09K﹤0.01% 10––
$2.09K﹤0.01% 16
+2
+14%
+$261
$2.07K﹤0.01% 12––
$2.06K﹤0.01% 129
+30
+30%
+$480
$2.06K﹤0.01% 30––
$2.06K﹤0.01% 21
+2
+11%
+$196
$2.06K﹤0.01% 7––
$2.05K﹤0.01% 12
+4
+50%
+$684
$2.05K﹤0.01% 74
-12
-14%
-$332
$2.04K﹤0.01% 29
+2
+7%
+$141
$2.03K﹤0.01% 9––
$2.03K﹤0.01% 23
+3
+15%
+$264
$2.01K﹤0.01% 17
+3
+21%
+$355
$2.01K﹤0.01% 25
-1
-4%
-$80
$1.99K﹤0.01% 13
+3
+30%
+$459
$1.98K﹤0.01% 33
+2
+6%
+$120
$1.98K﹤0.01% 6
-1
-14%
-$330
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