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
CPAY icon
401
Corpay
CPAY
$20.8B
$4.31K ﹤0.01%
13
ECL icon
402
Ecolab
ECL
$74.9B
$4.31K ﹤0.01%
16
+2
DKL icon
403
Delek Logistics
DKL
$2.49B
$4.29K ﹤0.01%
100
PSX icon
404
Phillips 66
PSX
$56.2B
$4.29K ﹤0.01%
36
-2
IDXX icon
405
Idexx Laboratories
IDXX
$57.3B
$4.29K ﹤0.01%
8
AON icon
406
Aon
AON
$74.7B
$4.28K ﹤0.01%
12
SFM icon
407
Sprouts Farmers Market
SFM
$8.3B
$4.28K ﹤0.01%
26
SYF icon
408
Synchrony
SYF
$29B
$4.27K ﹤0.01%
64
GBTC icon
409
Grayscale Bitcoin Trust
GBTC
$37B
$4.24K ﹤0.01%
50
TPL icon
410
Texas Pacific Land
TPL
$21.1B
$4.23K ﹤0.01%
4
WRB icon
411
W.R. Berkley
WRB
$26.9B
$4.19K ﹤0.01%
57
-2
EA icon
412
Electronic Arts
EA
$50.9B
$4.15K ﹤0.01%
26
+3
NVO icon
413
Novo Nordisk
NVO
$213B
$4.14K ﹤0.01%
60
K icon
414
Kellanova
K
$28.9B
$4.14K ﹤0.01%
52
BR icon
415
Broadridge
BR
$27B
$4.13K ﹤0.01%
17
CSL icon
416
Carlisle Companies
CSL
$13.5B
$4.11K ﹤0.01%
11
-1
TWLO icon
417
Twilio
TWLO
$19B
$4.1K ﹤0.01%
33
-2
DELL icon
418
Dell
DELL
$93.2B
$4.09K ﹤0.01%
33
-1
MSCI icon
419
MSCI
MSCI
$40.6B
$4.04K ﹤0.01%
7
AMCR icon
420
Amcor
AMCR
$19.2B
$4.03K ﹤0.01%
438
+203
MTCH icon
421
Match Group
MTCH
$7.99B
$4.02K ﹤0.01%
130
-1
LII icon
422
Lennox International
LII
$17.7B
$4.01K ﹤0.01%
7
TFC icon
423
Truist Financial
TFC
$60.8B
$4K ﹤0.01%
93
-7
TSCO icon
424
Tractor Supply
TSCO
$28.7B
$3.96K ﹤0.01%
75
-3
NDAQ icon
425
Nasdaq
NDAQ
$51.5B
$3.94K ﹤0.01%
44
+3