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
$1.06K﹤0.01% 18
-10
-36%
-$589
$1.06K﹤0.01% 32
+3
+10%
+$99
$1.06K﹤0.01% 35
+8
+30%
+$242
$1.05K﹤0.01% 6––
$1.04K﹤0.01% 7
+1
+17%
+$149
$1.04K﹤0.01% 7––
$1.04K﹤0.01% 6
-2
-25%
-$346
$1.04K﹤0.01% 11
-2
-15%
-$188
$1.03K﹤0.01% 12––
$1.03K﹤0.01% 6
-1
-14%
-$172
$1.03K﹤0.01% 21––
$1.02K﹤0.01% 7
+3
+75%
+$439
$1.02K﹤0.01% 20
-1
-5%
-$51
$1.02K﹤0.01% 11––
$1.02K﹤0.01% 23
+1
+5%
+$44
$1.02K﹤0.01% 21
+4
+24%
+$193
$1.01K﹤0.01% 6
+2
+50%
+$338
$1.01K﹤0.01% 29––
$1.01K﹤0.01% 11––
$1.01K﹤0.01% 11
-3
-21%
-$275
$1K﹤0.01% 29
+12
+71%
+$415
$1K﹤0.01% 10––
$1K﹤0.01% 33
+5
+18%
+$152
$1K﹤0.01% 10––
$1K﹤0.01% 6––
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