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
$1.97K﹤0.01% 19
+1
+6%
+$104
$1.97K﹤0.01% 11
-1
-8%
-$179
$1.97K﹤0.01% 30
+8
+36%
+$525
$1.96K﹤0.01% 12––
$1.95K﹤0.01% 77
-16
-17%
-$406
$1.94K﹤0.01% 17––
$1.94K﹤0.01% 23
-2
-8%
-$169
$1.94K﹤0.01% 15––
$1.93K﹤0.01% 71––
$1.93K﹤0.01% 13––
$1.92K﹤0.01% 13
+1
+8%
+$148
$1.92K﹤0.01% 13
+2
+18%
+$295
$1.91K﹤0.01% 23
-5
-18%
-$415
$1.91K﹤0.01% 18
+1
+6%
+$106
$1.91K﹤0.01% 13––
$1.91K﹤0.01% 18
+3
+20%
+$317
$1.91K﹤0.01% 19––
$1.9K﹤0.01% 35––
$1.88K﹤0.01% 51
+7
+16%
+$258
$1.88K﹤0.01% 47
+6
+15%
+$240
$1.88K﹤0.01% 18
+1
+6%
+$104
$1.87K﹤0.01% 24––
$1.86K﹤0.01% 16
+1
+7%
+$116
$1.85K﹤0.01% 7
+6
+600%
+$1.59K
$1.84K﹤0.01% 24
-2
-8%
-$154
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