DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$1.82M
3 +$1.66M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.36M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.25M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AXON icon
376
Axon Enterprise
AXON
$43.5B
$4.97K ﹤0.01%
6
DASH icon
377
DoorDash
DASH
$97B
$4.93K ﹤0.01%
20
+1
MAR icon
378
Marriott International
MAR
$78.5B
$4.92K ﹤0.01%
18
COIN icon
379
Coinbase
COIN
$72.7B
$4.91K ﹤0.01%
14
+2
CW icon
380
Curtiss-Wright
CW
$20.1B
$4.89K ﹤0.01%
10
-1
HES
381
DELISTED
Hess
HES
$4.85K ﹤0.01%
35
FXG icon
382
First Trust Consumer Staples AlphaDEX Fund
FXG
$262M
$4.81K ﹤0.01%
76
NXPI icon
383
NXP Semiconductors
NXPI
$57.4B
$4.81K ﹤0.01%
22
-1
PHK
384
PIMCO High Income Fund
PHK
$851M
$4.8K ﹤0.01%
1,000
RJF icon
385
Raymond James Financial
RJF
$32.1B
$4.75K ﹤0.01%
31
DHR icon
386
Danaher
DHR
$160B
$4.74K ﹤0.01%
24
-3
GRMN icon
387
Garmin
GRMN
$39.2B
$4.59K ﹤0.01%
22
+1
DRI icon
388
Darden Restaurants
DRI
$20.7B
$4.58K ﹤0.01%
21
+1
TEL icon
389
TE Connectivity
TEL
$68.9B
$4.55K ﹤0.01%
27
-1
ACGL icon
390
Arch Capital
ACGL
$33.3B
$4.55K ﹤0.01%
50
+1
PAYX icon
391
Paychex
PAYX
$40.3B
$4.51K ﹤0.01%
31
+1
GDDY icon
392
GoDaddy
GDDY
$17.4B
$4.5K ﹤0.01%
25
CBRE icon
393
CBRE Group
CBRE
$47.9B
$4.48K ﹤0.01%
32
FUN icon
394
Cedar Fair
FUN
$1.59B
$4.44K ﹤0.01%
146
-3
UNM icon
395
Unum
UNM
$12.4B
$4.44K ﹤0.01%
55
+2
CPRT icon
396
Copart
CPRT
$37.5B
$4.42K ﹤0.01%
90
-1
PYPL icon
397
PayPal
PYPL
$58.3B
$4.38K ﹤0.01%
59
+6
CVNA icon
398
Carvana
CVNA
$56.5B
$4.38K ﹤0.01%
13
OKE icon
399
Oneok
OKE
$48B
$4.33K ﹤0.01%
53
-4
BRO icon
400
Brown & Brown
BRO
$26.8B
$4.32K ﹤0.01%
39
+1