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
$1.25K﹤0.01% 59––
$1.24K﹤0.01% 6––
$1.24K﹤0.01% 25
-4
-14%
-$198
$1.23K﹤0.01% 11
+2
+22%
+$224
$1.23K﹤0.01% 13––
$1.22K﹤0.01% 6––
$1.22K﹤0.01% 16
-8
-33%
-$612
$1.22K﹤0.01% 17––
$1.22K﹤0.01% 21––
$1.22K﹤0.01% 7––
$1.21K﹤0.01% 12
-1
-8%
-$101
$1.21K﹤0.01% 25
-1
-4%
-$48
$1.21K﹤0.01% 15
-1
-6%
-$81
$1.2K﹤0.01% 13
-2
-13%
-$184
$1.2K﹤0.01% 10
+1
+11%
+$120
$1.19K﹤0.01% 6––
$1.19K﹤0.01% 6––
$1.18K﹤0.01% 41
-2
-5%
-$57
$1.16K﹤0.01% 41
+6
+17%
+$170
$1.16K﹤0.01% 2––
$1.16K﹤0.01% 12––
$1.15K﹤0.01% 13––
$1.15K﹤0.01% 59
+8
+16%
+$156
$1.15K﹤0.01% 32
-1
-3%
-$36
$1.14K﹤0.01% 6––
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