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
$1.46K﹤0.01% 39
-2
-5%
-$75
$1.45K﹤0.01% 42
-1
-2%
-$35
$1.44K﹤0.01% 70
-2
-3%
-$41
$1.44K﹤0.01% 36
-1
-3%
-$40
$1.43K﹤0.01% 23
-1
-4%
-$62
$1.42K﹤0.01% 11––
$1.42K﹤0.01% 26
+2
+8%
+$109
$1.42K﹤0.01% 5
-1
-17%
-$283
$1.42K﹤0.01% 19––
$1.42K﹤0.01% 23
+2
+10%
+$123
$1.41K﹤0.01% 9
-1
-10%
-$157
$1.4K﹤0.01% 7
-1
-13%
-$200
$1.4K﹤0.01% 4
-2
-33%
-$699
$1.4K﹤0.01% 18
+3
+20%
+$233
$1.39K﹤0.01% 8––
$1.39K﹤0.01% 8
+1
+14%
+$173
$1.38K﹤0.01% 20
+2
+11%
+$138
$1.37K﹤0.01% 18
-2
-10%
-$153
$1.37K﹤0.01% 18
-2
-10%
-$152
$1.37K﹤0.01% 12––
$1.37K﹤0.01% 28
-3
-10%
-$147
$1.35K﹤0.01% 43
+12
+39%
+$377
$1.35K﹤0.01% 8
-1
-11%
-$168
$1.34K﹤0.01% 16
-3
-16%
-$251
$1.34K﹤0.01% 37
+5
+16%
+$181
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