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
$1.84K﹤0.01% 20
-4
-17%
-$368
$1.84K﹤0.01% 5
-1
-17%
-$367
$1.82K﹤0.01% 19
-1
-5%
-$96
$1.81K﹤0.01% 68
+27
+66%
+$720
$1.81K﹤0.01% 36
+12
+50%
+$605
$1.81K﹤0.01% 19––
$1.81K﹤0.01% 35
+2
+6%
+$103
$1.8K﹤0.01% 16
+3
+23%
+$338
$1.78K﹤0.01% 8––
$1.77K﹤0.01% 49––
$1.77K﹤0.01% 17
-1
-6%
-$104
$1.76K﹤0.01% 13––
$1.75K﹤0.01% 15
-3
-17%
-$350
$1.74K﹤0.01% 17––
$1.74K﹤0.01% 43
+1
+2%
+$40
$1.73K﹤0.01% 59
+6
+11%
+$176
$1.73K﹤0.01% 28––
$1.71K﹤0.01% 29
+4
+16%
+$236
$1.71K﹤0.01% 6––
$1.7K﹤0.01% 9
-2
-18%
-$378
$1.7K﹤0.01% 40
+18
+82%
+$766
$1.7K﹤0.01% 39
+1
+3%
+$44
$1.7K﹤0.01% 110
-5
-4%
-$77
$1.7K﹤0.01% 24
+11
+85%
+$778
$1.7K﹤0.01% 6––
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