DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$919M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.2%
2 Financials 0.66%
3 Consumer Discretionary 0.43%
4 Industrials 0.25%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTVA icon
226
Corteva
CTVA
$53.3B
$14.6K ﹤0.01%
218
WPC icon
227
W.P. Carey
WPC
$16.1B
$14.6K ﹤0.01%
227
SPOT icon
228
Spotify
SPOT
$106B
$14.5K ﹤0.01%
25
+3
F icon
229
Ford
F
$46.6B
$14.5K ﹤0.01%
1,106
+2
SNY icon
230
Sanofi
SNY
$105B
$14.5K ﹤0.01%
299
DIVO icon
231
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.49B
$14.5K ﹤0.01%
325
THO icon
232
Thor Industries
THO
$4.33B
$14.4K ﹤0.01%
140
+1
XEL icon
233
Xcel Energy
XEL
$51.1B
$14.2K ﹤0.01%
192
DG icon
234
Dollar General
DG
$29B
$13.8K ﹤0.01%
104
+6
APO icon
235
Apollo Global Management
APO
$60.4B
$13.5K ﹤0.01%
93
APH icon
236
Amphenol
APH
$165B
$13.4K ﹤0.01%
99
+26
HOOD icon
237
Robinhood
HOOD
$66.1B
$13.2K ﹤0.01%
117
+1
PH icon
238
Parker-Hannifin
PH
$112B
$13.2K ﹤0.01%
15
GRF
239
Eagle Capital Growth Fund
GRF
$13.1K ﹤0.01%
1,222
MTB icon
240
M&T Bank
MTB
$29.2B
$12.9K ﹤0.01%
64
+3
FLEX icon
241
Flex
FLEX
$23.3B
$12.9K ﹤0.01%
213
-1
IJK icon
242
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.31B
$12.8K ﹤0.01%
132
CGW icon
243
Invesco S&P Global Water Index ETF
CGW
$1.01B
$12.7K ﹤0.01%
201
CVS icon
244
CVS Health
CVS
$96.9B
$12.6K ﹤0.01%
158
+2
GILD icon
245
Gilead Sciences
GILD
$180B
$12.5K ﹤0.01%
102
IJS icon
246
iShares S&P Small-Cap 600 Value ETF
IJS
$7.14B
$12.5K ﹤0.01%
110
FTCS icon
247
First Trust Capital Strength ETF
FTCS
$7.99B
$12.5K ﹤0.01%
135
C icon
248
Citigroup
C
$185B
$12.5K ﹤0.01%
107
+1
VLO icon
249
Valero Energy
VLO
$69B
$12.2K ﹤0.01%
75
LMT icon
250
Lockheed Martin
LMT
$149B
$12.1K ﹤0.01%
25
+1