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
WSM icon
351
Williams-Sonoma
WSM
$24.6B
$6.07K ﹤0.01%
34
LPLA icon
352
LPL Financial
LPLA
$29B
$6.07K ﹤0.01%
17
CRH icon
353
CRH
CRH
$82.7B
$5.99K ﹤0.01%
48
+6
ADSK icon
354
Autodesk
ADSK
$54.2B
$5.92K ﹤0.01%
20
+1
NXPI icon
355
NXP Semiconductors
NXPI
$58.8B
$5.86K ﹤0.01%
27
UTHR icon
356
United Therapeutics
UTHR
$20.1B
$5.85K ﹤0.01%
12
+1
CHTR icon
357
Charter Communications
CHTR
$24.8B
$5.84K ﹤0.01%
28
-6
HUBB icon
358
Hubbell
HUBB
$26.5B
$5.77K ﹤0.01%
13
PHM icon
359
Pultegroup
PHM
$24.8B
$5.75K ﹤0.01%
49
CME icon
360
CME Group
CME
$104B
$5.74K ﹤0.01%
21
MAR icon
361
Marriott International
MAR
$85.8B
$5.58K ﹤0.01%
18
-1
FERG icon
362
Ferguson
FERG
$51.5B
$5.57K ﹤0.01%
25
SMA
363
SmartStop Self Storage REIT
SMA
$1.74B
$5.54K ﹤0.01%
+179
CW icon
364
Curtiss-Wright
CW
$24.5B
$5.51K ﹤0.01%
10
SYF icon
365
Synchrony
SYF
$25.5B
$5.51K ﹤0.01%
66
+2
CVNA icon
366
Carvana
CVNA
$60.4B
$5.49K ﹤0.01%
13
MMM icon
367
3M
MMM
$82.9B
$5.44K ﹤0.01%
34
IDXX icon
368
Idexx Laboratories
IDXX
$54B
$5.41K ﹤0.01%
8
MRSH
369
Marsh
MRSH
$92.1B
$5.38K ﹤0.01%
29
-3
CIEN icon
370
Ciena
CIEN
$35.7B
$5.38K ﹤0.01%
23
TRGP icon
371
Targa Resources
TRGP
$43.3B
$5.35K ﹤0.01%
29
FAST icon
372
Fastenal
FAST
$49.7B
$5.34K ﹤0.01%
133
WAB icon
373
Wabtec
WAB
$39.8B
$5.34K ﹤0.01%
25
EA icon
374
Electronic Arts
EA
$51B
$5.31K ﹤0.01%
26
CBOE icon
375
Cboe Global Markets
CBOE
$27.8B
$5.27K ﹤0.01%
21