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
$1.14K﹤0.01% 9
+3
+50%
+$380
$1.14K﹤0.01% 13
-2
-13%
-$175
$1.13K﹤0.01% 24
+4
+20%
+$189
$1.13K﹤0.01% 8
+2
+33%
+$283
$1.13K﹤0.01% 6––
$1.13K﹤0.01% 14
+7
+100%
+$563
$1.13K﹤0.01%
+6
 New
+$1.13K
$1.12K﹤0.01% 138
-14
-9%
-$114
$1.12K﹤0.01% 10
-2
-17%
-$225
$1.11K﹤0.01% 23
+2
+10%
+$96
$1.1K﹤0.01% 35
-2
-5%
-$63
$1.1K﹤0.01% 14––
$1.1K﹤0.01% 21––
$1.1K﹤0.01% 16––
$1.1K﹤0.01% 11
+2
+22%
+$199
$1.09K﹤0.01% 14
-4
-22%
-$313
$1.09K﹤0.01% 9
-2
-18%
-$243
$1.09K﹤0.01% 15
-1
-6%
-$73
$1.09K﹤0.01% 25
+2
+9%
+$87
$1.09K﹤0.01% 13––
$1.08K﹤0.01% 31
+15
+94%
+$525
$1.08K﹤0.01% 35––
$1.08K﹤0.01% 11––
$1.06K﹤0.01% 35
+2
+6%
+$61
$1.06K﹤0.01% 32––
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