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
$998﹤0.01% 40
+8
+25%
+$200
$997﹤0.01% 20
+2
+11%
+$100
$994﹤0.01% 6––
$992﹤0.01% 12––
$991﹤0.01% 51
+33
+183%
+$641
$991﹤0.01% 17––
$987﹤0.01% 7––
$984﹤0.01% 5
-1
-17%
-$197
$982﹤0.01% 20
+1
+5%
+$49
$979﹤0.01% 17––
$978﹤0.01% 9
-3
-25%
-$326
$977﹤0.01% 7––
$975﹤0.01% 4
-2
-33%
-$488
$971﹤0.01% 6
+2
+50%
+$324
$962﹤0.01% 18
-2
-10%
-$107
$961﹤0.01% 31
+2
+7%
+$62
$958﹤0.01% 15
+2
+15%
+$128
$955﹤0.01% 6––
$951﹤0.01% 12
+1
+9%
+$79
$946﹤0.01% 15––
$943﹤0.01% 6––
$938﹤0.01% 4
-1
-20%
-$235
$929﹤0.01% 19
+2
+12%
+$98
$926﹤0.01% 12
-1
-8%
-$77
$926﹤0.01% 29
-1
-3%
-$32
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