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
$1.68K﹤0.01% 34
-2
-6%
-$99
$1.68K﹤0.01% 49
+27
+123%
+$925
$1.67K﹤0.01% 34
+16
+89%
+$788
$1.67K﹤0.01% 29––
$1.67K﹤0.01% 11
-1
-8%
-$152
$1.66K﹤0.01% 12
+2
+20%
+$277
$1.65K﹤0.01% 9
-7
-44%
-$1.29K
$1.65K﹤0.01% 46––
$1.64K﹤0.01% 35––
$1.63K﹤0.01% 9
-3
-25%
-$543
$1.63K﹤0.01% 13
+1
+8%
+$125
$1.62K﹤0.01% 40
+11
+38%
+$445
$1.62K﹤0.01% 19
+4
+27%
+$340
$1.61K﹤0.01% 13
+1
+8%
+$124
$1.61K﹤0.01% 8
-3
-27%
-$605
$1.61K﹤0.01% 20
-1
-5%
-$81
$1.6K﹤0.01% 6––
$1.59K﹤0.01% 19
+3
+19%
+$250
$1.58K﹤0.01% 11
+2
+22%
+$288
$1.58K﹤0.01% 6––
$1.58K﹤0.01% 24––
$1.58K﹤0.01% 6––
$1.58K﹤0.01% 26
+1
+4%
+$61
$1.57K﹤0.01% 17
+5
+42%
+$463
$1.57K﹤0.01% 36
-6
-14%
-$261
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