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
GATX icon
701
GATX Corp
GATX
$5.88B
$1.54K ﹤0.01%
10
APG icon
702
APi Group
APG
$16.2B
$1.53K ﹤0.01%
45
-3
IVZ icon
703
Invesco
IVZ
$11.2B
$1.53K ﹤0.01%
97
+13
PLNT icon
704
Planet Fitness
PLNT
$9.08B
$1.53K ﹤0.01%
14
+2
URBN icon
705
Urban Outfitters
URBN
$6.79B
$1.52K ﹤0.01%
21
AFRM icon
706
Affirm
AFRM
$22.7B
$1.52K ﹤0.01%
22
+8
AL icon
707
Air Lease Corp
AL
$7.15B
$1.52K ﹤0.01%
26
+1
EVRG icon
708
Evergy
EVRG
$17B
$1.52K ﹤0.01%
22
+2
BAX icon
709
Baxter International
BAX
$9.5B
$1.51K ﹤0.01%
50
+1
FTV icon
710
Fortive
FTV
$17B
$1.51K ﹤0.01%
29
-13
LOPE icon
711
Grand Canyon Education
LOPE
$4.36B
$1.51K ﹤0.01%
8
NYT icon
712
New York Times
NYT
$10.4B
$1.51K ﹤0.01%
27
+2
TTD icon
713
Trade Desk
TTD
$19B
$1.51K ﹤0.01%
21
+7
NBIX icon
714
Neurocrine Biosciences
NBIX
$15.4B
$1.51K ﹤0.01%
12
+4
ADT icon
715
ADT
ADT
$6.65B
$1.51K ﹤0.01%
178
+40
BDC icon
716
Belden
BDC
$4.74B
$1.51K ﹤0.01%
13
+3
WYNN icon
717
Wynn Resorts
WYNN
$13.1B
$1.5K ﹤0.01%
16
+3
CPNG icon
718
Coupang
CPNG
$49.4B
$1.5K ﹤0.01%
50
+19
EMN icon
719
Eastman Chemical
EMN
$6.92B
$1.49K ﹤0.01%
20
-3
SN icon
720
SharkNinja
SN
$15B
$1.49K ﹤0.01%
15
-4
GAP
721
The Gap Inc
GAP
$9.86B
$1.48K ﹤0.01%
68
-2
HRB icon
722
H&R Block
HRB
$5.32B
$1.48K ﹤0.01%
27
-1
AGO icon
723
Assured Guaranty
AGO
$4.09B
$1.48K ﹤0.01%
17
WTS icon
724
Watts Water Technologies
WTS
$9.14B
$1.48K ﹤0.01%
6
KEX icon
725
Kirby Corp
KEX
$6.05B
$1.48K ﹤0.01%
13
+1