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
SAIA icon
676
Saia
SAIA
$8.81B
$1.64K ﹤0.01%
6
+2
FCFS icon
677
FirstCash
FCFS
$7.16B
$1.62K ﹤0.01%
12
+1
EVR icon
678
Evercore
EVR
$12.7B
$1.62K ﹤0.01%
6
-1
CBSH icon
679
Commerce Bancshares
CBSH
$7.33B
$1.62K ﹤0.01%
26
+3
EXPI icon
680
eXp World Holdings
EXPI
$1.76B
$1.62K ﹤0.01%
8
KMX icon
681
CarMax
KMX
$5.71B
$1.61K ﹤0.01%
24
DDOG icon
682
Datadog
DDOG
$53.7B
$1.61K ﹤0.01%
12
+4
JXN icon
683
Jackson Financial
JXN
$6.67B
$1.6K ﹤0.01%
18
+2
DTE icon
684
DTE Energy
DTE
$27.4B
$1.59K ﹤0.01%
12
ABNB icon
685
Airbnb
ABNB
$73.3B
$1.59K ﹤0.01%
12
+2
TAP icon
686
Molson Coors Class B
TAP
$9.01B
$1.59K ﹤0.01%
33
-4
TPR icon
687
Tapestry
TPR
$23.5B
$1.58K ﹤0.01%
18
+5
SKX
688
DELISTED
Skechers
SKX
$1.58K ﹤0.01%
25
-1
AMG icon
689
Affiliated Managers Group
AMG
$7.64B
$1.57K ﹤0.01%
8
DXCM icon
690
DexCom
DXCM
$25.5B
$1.57K ﹤0.01%
18
+5
FE icon
691
FirstEnergy
FE
$26.1B
$1.57K ﹤0.01%
39
-1
ESAB icon
692
ESAB
ESAB
$6.88B
$1.57K ﹤0.01%
13
INCY icon
693
Incyte
INCY
$19.7B
$1.57K ﹤0.01%
23
-3
COO icon
694
Cooper Companies
COO
$15.4B
$1.57K ﹤0.01%
22
-1
SWKS icon
695
Skyworks Solutions
SWKS
$10.3B
$1.56K ﹤0.01%
21
+12
BOKF icon
696
BOK Financial
BOKF
$7.36B
$1.56K ﹤0.01%
16
-2
HEI.A icon
697
HEICO Corp Class A
HEI.A
$34.4B
$1.55K ﹤0.01%
6
CMA icon
698
Comerica
CMA
$10.8B
$1.55K ﹤0.01%
26
-3
AGCO icon
699
AGCO
AGCO
$7.89B
$1.55K ﹤0.01%
15
-2
CFR icon
700
Cullen/Frost Bankers
CFR
$8.13B
$1.54K ﹤0.01%
12
-1