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
$1.34K﹤0.01% 29
-3
-9%
-$138
$1.33K﹤0.01% 22––
$1.33K﹤0.01% 11
+1
+10%
+$121
$1.33K﹤0.01% 6
+3
+100%
+$663
$1.33K﹤0.01% 6
-1
-14%
-$221
$1.32K﹤0.01% 11––
$1.32K﹤0.01% 28
+1
+4%
+$47
$1.32K﹤0.01% 13––
$1.31K﹤0.01% 25
-2
-7%
-$105
$1.31K﹤0.01% 6
-1
-14%
-$219
$1.31K﹤0.01% 13
+2
+18%
+$201
$1.31K﹤0.01% 49
-1
-2%
-$27
$1.31K﹤0.01% 20
-5
-20%
-$327
$1.3K﹤0.01% 13
-1
-7%
-$100
$1.3K﹤0.01% 25
+2
+9%
+$104
$1.3K﹤0.01% 18
-4
-18%
-$289
$1.3K﹤0.01% 6––
$1.29K﹤0.01% 4
+2
+100%
+$644
$1.29K﹤0.01% 18––
$1.28K﹤0.01% 84
-12
-13%
-$182
$1.28K﹤0.01% 33
+2
+6%
+$77
$1.27K﹤0.01% 53
+37
+231%
+$887
$1.27K﹤0.01% 10
+2
+25%
+$253
$1.27K﹤0.01% 6––
$1.26K﹤0.01% 60––
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