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
WAT icon
601
Waters Corp
WAT
$23.6B
$2.1K ﹤0.01%
6
BURL icon
602
Burlington
BURL
$16.2B
$2.09K ﹤0.01%
9
AIT icon
603
Applied Industrial Technologies
AIT
$9.76B
$2.09K ﹤0.01%
9
HOLX icon
604
Hologic
HOLX
$16.7B
$2.09K ﹤0.01%
32
+4
NXST icon
605
Nexstar Media Group
NXST
$5.78B
$2.08K ﹤0.01%
12
+1
ATI icon
606
ATI
ATI
$13.6B
$2.07K ﹤0.01%
24
-1
SNX icon
607
TD Synnex
SNX
$12.6B
$2.04K ﹤0.01%
15
-2
SCI icon
608
Service Corp International
SCI
$10.7B
$2.04K ﹤0.01%
25
ATR icon
609
AptarGroup
ATR
$8.01B
$2.03K ﹤0.01%
13
Z icon
610
Zillow
Z
$18.3B
$2.03K ﹤0.01%
29
-1
ALLE icon
611
Allegion
ALLE
$13.8B
$2.02K ﹤0.01%
14
-2
ARMK icon
612
Aramark
ARMK
$9.88B
$2.01K ﹤0.01%
48
+6
BG icon
613
Bunge Global
BG
$18.3B
$2.01K ﹤0.01%
25
+9
ENSG icon
614
The Ensign Group
ENSG
$10.3B
$2.01K ﹤0.01%
13
+2
TKO icon
615
TKO Group
TKO
$15.9B
$2K ﹤0.01%
11
-2
RBLX icon
616
Roblox
RBLX
$66.8B
$2K ﹤0.01%
19
+2
DVA icon
617
DaVita
DVA
$8.28B
$2K ﹤0.01%
14
HSY icon
618
Hershey
HSY
$37B
$1.99K ﹤0.01%
12
J icon
619
Jacobs Solutions
J
$16.7B
$1.97K ﹤0.01%
15
+4
HEI icon
620
HEICO Corp
HEI
$43.9B
$1.97K ﹤0.01%
6
TMHC icon
621
Taylor Morrison
TMHC
$6.13B
$1.97K ﹤0.01%
32
-1
VMI icon
622
Valmont Industries
VMI
$8.15B
$1.96K ﹤0.01%
6
FCNCA icon
623
First Citizens BancShares
FCNCA
$24.4B
$1.96K ﹤0.01%
+1
JNPR
624
DELISTED
Juniper Networks
JNPR
$1.96K ﹤0.01%
49
BLD icon
625
TopBuild
BLD
$12.4B
$1.94K ﹤0.01%
6
+1