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
$740﹤0.01% 7––
$738﹤0.01% 48––
$735﹤0.01% 6––
$734﹤0.01% 30––
$734﹤0.01% 6––
$729﹤0.01% 6––
$729﹤0.01% 30
+8
+36%
+$194
$728﹤0.01% 43––
$724﹤0.01% 6––
$721﹤0.01% 16
+4
+33%
+$180
$714﹤0.01% 44
-29
-40%
-$471
$712﹤0.01% 13––
$712﹤0.01% 80––
$709﹤0.01% 29
+4
+16%
+$98
$709﹤0.01% 6––
$706﹤0.01% 43
+28
+187%
+$460
$705﹤0.01% 9
+3
+50%
+$235
$703﹤0.01% 7––
$699﹤0.01% 31
+4
+15%
+$90
$696﹤0.01% 34
-1
-3%
-$20
$680﹤0.01% 31
+24
+343%
+$526
$676﹤0.01% 6––
$675﹤0.01% 27
+23
+575%
+$575
$671﹤0.01% 77
+9
+13%
+$78
$671﹤0.01% 12
-3
-20%
-$168
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