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
BWA icon
726
BorgWarner
BWA
$9.28B
$1.47K ﹤0.01%
44
+3
FAF icon
727
First American
FAF
$6.6B
$1.47K ﹤0.01%
24
SJM icon
728
J.M. Smucker
SJM
$10.6B
$1.47K ﹤0.01%
15
-2
IFF icon
729
International Flavors & Fragrances
IFF
$17B
$1.47K ﹤0.01%
20
+2
BMI icon
730
Badger Meter
BMI
$5.24B
$1.47K ﹤0.01%
6
CMC icon
731
Commercial Metals
CMC
$7.24B
$1.47K ﹤0.01%
30
+1
DY icon
732
Dycom Industries
DY
$10.3B
$1.47K ﹤0.01%
6
HUM icon
733
Humana
HUM
$30.4B
$1.47K ﹤0.01%
6
-1
KNX icon
734
Knight Transportation
KNX
$8.27B
$1.46K ﹤0.01%
33
-3
DCI icon
735
Donaldson
DCI
$10.9B
$1.46K ﹤0.01%
21
-1
BIO icon
736
Bio-Rad Laboratories Class A
BIO
$8.63B
$1.45K ﹤0.01%
6
+2
MOG.A icon
737
Moog Inc Class A
MOG.A
$7.48B
$1.45K ﹤0.01%
8
EIX icon
738
Edison International
EIX
$22.1B
$1.45K ﹤0.01%
28
+10
KVUE icon
739
Kenvue
KVUE
$32.5B
$1.45K ﹤0.01%
69
+16
PSTG icon
740
Pure Storage
PSTG
$23.7B
$1.44K ﹤0.01%
25
+2
DBX icon
741
Dropbox
DBX
$7.46B
$1.43K ﹤0.01%
50
+1
OGE icon
742
OGE Energy
OGE
$8.96B
$1.42K ﹤0.01%
32
-1
UGI icon
743
UGI
UGI
$8.02B
$1.42K ﹤0.01%
39
+7
VOYA icon
744
Voya Financial
VOYA
$6.77B
$1.42K ﹤0.01%
20
-2
GWRE icon
745
Guidewire Software
GWRE
$17.9B
$1.41K ﹤0.01%
6
AAON icon
746
Aaon
AAON
$7.11B
$1.4K ﹤0.01%
19
+5
SSD icon
747
Simpson Manufacturing
SSD
$7.01B
$1.4K ﹤0.01%
9
LVS icon
748
Las Vegas Sands
LVS
$44.9B
$1.39K ﹤0.01%
32
-1
UFPI icon
749
UFP Industries
UFPI
$5.27B
$1.39K ﹤0.01%
14
PAYC icon
750
Paycom
PAYC
$9.12B
$1.39K ﹤0.01%
6