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
IEX icon
626
IDEX
IEX
$13.4B
$1.93K ﹤0.01%
11
+2
RL icon
627
Ralph Lauren
RL
$21.6B
$1.92K ﹤0.01%
7
+1
ZBH icon
628
Zimmer Biomet
ZBH
$18.5B
$1.92K ﹤0.01%
21
AKAM icon
629
Akamai
AKAM
$12.4B
$1.92K ﹤0.01%
24
+4
WBS icon
630
Webster Financial
WBS
$10B
$1.91K ﹤0.01%
35
HPQ icon
631
HP
HPQ
$24.2B
$1.91K ﹤0.01%
78
+4
IAC icon
632
IAC Inc
IAC
$2.79B
$1.91K ﹤0.01%
51
-11
ALV icon
633
Autoliv
ALV
$8.99B
$1.9K ﹤0.01%
17
LULU icon
634
lululemon athletica
LULU
$21.8B
$1.9K ﹤0.01%
8
+3
ALSN icon
635
Allison Transmission
ALSN
$7.53B
$1.9K ﹤0.01%
20
+1
HSIC icon
636
Henry Schein
HSIC
$8.61B
$1.9K ﹤0.01%
26
+4
PODD icon
637
Insulet
PODD
$22.3B
$1.89K ﹤0.01%
6
ZS icon
638
Zscaler
ZS
$38.7B
$1.88K ﹤0.01%
6
PNFP icon
639
Pinnacle Financial Partners
PNFP
$7.39B
$1.88K ﹤0.01%
17
-1
CIEN icon
640
Ciena
CIEN
$27.6B
$1.87K ﹤0.01%
23
+1
LECO icon
641
Lincoln Electric
LECO
$13.4B
$1.87K ﹤0.01%
9
TRU icon
642
TransUnion
TRU
$16.3B
$1.85K ﹤0.01%
21
-2
NVT icon
643
nVent Electric
NVT
$17.5B
$1.83K ﹤0.01%
25
CHRW icon
644
C.H. Robinson
CHRW
$18.7B
$1.82K ﹤0.01%
19
+2
SNV icon
645
Synovus
SNV
$6.97B
$1.81K ﹤0.01%
35
AWK icon
646
American Water Works
AWK
$25.2B
$1.81K ﹤0.01%
13
WAL icon
647
Western Alliance Bancorporation
WAL
$9.37B
$1.79K ﹤0.01%
23
-1
AYI icon
648
Acuity Brands
AYI
$11.5B
$1.79K ﹤0.01%
6
TSN icon
649
Tyson Foods
TSN
$19.8B
$1.79K ﹤0.01%
32
-3
ARW icon
650
Arrow Electronics
ARW
$5.73B
$1.78K ﹤0.01%
14
-5