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
$461﹤0.01% 6––
$460﹤0.01% 45
-7
-13%
-$72
$459﹤0.01% 6––
$459﹤0.01% 6
+1
+20%
+$77
$458﹤0.01% 16
+3
+23%
+$86
$457﹤0.01% 20
-1
-5%
-$23
$456﹤0.01% 6––
$455﹤0.01% 8––
$453﹤0.01% 6––
$453﹤0.01% 7
-5
-42%
-$324
$453﹤0.01% 4
-2
-33%
-$227
$452﹤0.01% 2
-6
-75%
-$1.36K
$449﹤0.01% 13––
$444﹤0.01% 23
-6
-21%
-$116
$442﹤0.01% 5
-1
-17%
-$88
$440﹤0.01% 18
+2
+13%
+$49
$439﹤0.01% 7––
$438﹤0.01% 8
+6
+300%
+$329
$437﹤0.01% 8
-5
-38%
-$273
$436﹤0.01% 14––
$435﹤0.01% 13
+2
+18%
+$67
$435﹤0.01% 6––
$434﹤0.01% 15
-4
-21%
-$116
$434﹤0.01% 100––
$432﹤0.01% 6––
1 424344454658