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
$671﹤0.01% 22
-4
-15%
-$122
$670﹤0.01% 6––
$669﹤0.01% 13
+2
+18%
+$103
$666﹤0.01% 6––
$664﹤0.01% 5––
$662﹤0.01% 19
-3
-14%
-$105
$661﹤0.01% 19
+7
+58%
+$244
$660﹤0.01% 6
-1
-14%
-$110
$659﹤0.01% 23
+10
+77%
+$287
$658﹤0.01% 7
-1
-13%
-$94
$657﹤0.01% 4
-2
-33%
-$329
$656﹤0.01% 24
+15
+167%
+$410
$656﹤0.01% 19
+6
+46%
+$207
$655﹤0.01% 19––
$652﹤0.01% 41
+20
+95%
+$318
$642﹤0.01% 11
+2
+22%
+$117
$641﹤0.01% 4
+2
+100%
+$321
$638﹤0.01% 6––
$637﹤0.01% 7
-1
-13%
-$91
$636﹤0.01% 9
+1
+13%
+$71
$633﹤0.01% 14
-11
-44%
-$497
$633﹤0.01% 94––
$632﹤0.01% 4
+2
+100%
+$316
$632﹤0.01% 7
-1
-13%
-$90
$630﹤0.01% 24
+7
+41%
+$184
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