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DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Sells

1 +$547K
2 +$485K
3 +$396K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$323K
5
RKT icon
Rocket Companies
RKT
+$305K

Sector Composition

1 Technology 1.02%
2 Financials 0.55%
3 Consumer Discretionary 0.42%
4 Industrials 0.27%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GH icon
726
Guardant Health
GH
$17.5B
$1.57K ﹤0.01%
17
JEF icon
727
Jefferies Financial Group
JEF
$12.6B
$1.57K ﹤0.01%
38
ENS icon
728
EnerSys
ENS
$8.19B
$1.56K ﹤0.01%
9
MKC icon
729
McCormick & Company Non-Voting
MKC
$13.2B
$1.56K ﹤0.01%
31
GNRC icon
730
Generac Holdings
GNRC
$15.4B
$1.56K ﹤0.01%
8
OMF icon
731
OneMain Financial
OMF
$6.55B
$1.55K ﹤0.01%
29
-1
PNFP icon
732
Pinnacle Financial Partners Inc
PNFP
$14.6B
$1.55K ﹤0.01%
18
-1
SCCO icon
733
Southern Copper
SCCO
$158B
$1.55K ﹤0.01%
9
SFM icon
734
Sprouts Farmers Market
SFM
$8.12B
$1.54K ﹤0.01%
20
-2
RRC icon
735
Range Resources
RRC
$9.09B
$1.54K ﹤0.01%
34
P
736
Everpure Inc
P
$24B
$1.54K ﹤0.01%
26
+1
OGE icon
737
OGE Energy
OGE
$9.86B
$1.53K ﹤0.01%
32
BMRN icon
738
BioMarin Pharmaceuticals
BMRN
$10.8B
$1.53K ﹤0.01%
27
+1
IFF icon
739
International Flavors & Fragrances
IFF
$20B
$1.52K ﹤0.01%
21
+5
WYNN icon
740
Wynn Resorts
WYNN
$11.1B
$1.52K ﹤0.01%
15
TRU icon
741
TransUnion
TRU
$12.7B
$1.52K ﹤0.01%
22
-7
AOS icon
742
A.O. Smith
AOS
$8.14B
$1.52K ﹤0.01%
23
ATR icon
743
AptarGroup
ATR
$7.51B
$1.51K ﹤0.01%
12
WMS icon
744
Advanced Drainage Systems
WMS
$10.3B
$1.51K ﹤0.01%
11
NPO icon
745
Enpro
NPO
$7.07B
$1.5K ﹤0.01%
6
FHN icon
746
First Horizon
FHN
$11.9B
$1.5K ﹤0.01%
66
BRO icon
747
Brown & Brown
BRO
$20.3B
$1.5K ﹤0.01%
23
-10
GOLF icon
748
Acushnet Holdings
GOLF
$5.75B
$1.5K ﹤0.01%
16
BDC icon
749
Belden
BDC
$4.48B
$1.49K ﹤0.01%
13
DAN icon
750
Dana Inc
DAN
$3.31B
$1.48K ﹤0.01%
44
+3