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
$96﹤0.01% 5
-1
-17%
-$19
$91﹤0.01%
+1
 New
+$91
$91﹤0.01% 5––
$89﹤0.01% 1
-3
-75%
-$267
$87﹤0.01% 1
-5
-83%
-$435
$85﹤0.01% 2
-3
-60%
-$128
$83﹤0.01% 8––
$81﹤0.01% 30––
$79﹤0.01% 7
+6
+600%
+$68
$75﹤0.01% 1––
$74﹤0.01% 1––
$73﹤0.01% 3
-9
-75%
-$219
$72﹤0.01% 2
-2
-50%
-$72
$72﹤0.01% 9
+8
+800%
+$64
$70﹤0.01% 4
-1
-20%
-$18
$70﹤0.01% 2––
$69﹤0.01% 2
-2
-50%
-$69
$66﹤0.01% 1
-1
-50%
-$66
$64﹤0.01% 1
-1
-50%
-$64
$62﹤0.01% 7––
$61﹤0.01% 2
-1
-33%
-$31
$61﹤0.01% 7
-11
-61%
-$96
$60﹤0.01% 1
-3
-75%
-$180
$60﹤0.01% 2
-3
-60%
-$90
$59﹤0.01% 2
-4
-67%
-$118
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