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
$432﹤0.01% 82––
$431﹤0.01% 8
-7
-47%
-$377
$430﹤0.01% 6––
$430﹤0.01% 6––
$429﹤0.01% 6––
$428﹤0.01% 27
+4
+17%
+$63
$426﹤0.01% 15
-6
-29%
-$170
$425﹤0.01% 24
-3
-11%
-$53
$423﹤0.01% 8
+5
+167%
+$264
$421﹤0.01% 15
-1
-6%
-$28
$420﹤0.01% 5
-1
-17%
-$84
$419﹤0.01% 10––
$418﹤0.01% 6––
$415﹤0.01% 6
+1
+20%
+$69
$414﹤0.01% 6––
$414﹤0.01% 3
+1
+50%
+$138
$410﹤0.01% 9
-5
-36%
-$228
$409﹤0.01% 2
-1
-33%
-$205
$408﹤0.01% 12
+1
+9%
+$34
$402﹤0.01% 33––
$402﹤0.01% 6––
$401﹤0.01% 5––
$401﹤0.01% 8
-9
-53%
-$451
$398﹤0.01% 8
-3
-27%
-$149
$396﹤0.01% 3
+1
+50%
+$132
1 434445464758