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
STRL icon
751
Sterling Infrastructure
STRL
$10.2B
$1.39K ﹤0.01%
6
+2
BEN icon
752
Franklin Resources
BEN
$12.1B
$1.38K ﹤0.01%
58
+16
MANH icon
753
Manhattan Associates
MANH
$10.8B
$1.38K ﹤0.01%
7
+1
RRC icon
754
Range Resources
RRC
$9.4B
$1.38K ﹤0.01%
34
-2
JAZZ icon
755
Jazz Pharmaceuticals
JAZZ
$10.1B
$1.38K ﹤0.01%
13
LKQ icon
756
LKQ Corp
LKQ
$7.39B
$1.37K ﹤0.01%
37
-3
UMBF icon
757
UMB Financial
UMBF
$8.77B
$1.37K ﹤0.01%
13
HQY icon
758
HealthEquity
HQY
$8.22B
$1.36K ﹤0.01%
13
GPN icon
759
Global Payments
GPN
$18.9B
$1.36K ﹤0.01%
17
-4
LFUS icon
760
Littelfuse
LFUS
$6.44B
$1.36K ﹤0.01%
6
+1
NTRA icon
761
Natera
NTRA
$33.5B
$1.35K ﹤0.01%
8
SAIC icon
762
Saic
SAIC
$4.67B
$1.35K ﹤0.01%
12
+2
IDCC icon
763
InterDigital
IDCC
$9.1B
$1.35K ﹤0.01%
6
ONB icon
764
Old National Bancorp
ONB
$8.76B
$1.34K ﹤0.01%
63
+4
MKTX icon
765
MarketAxess Holdings
MKTX
$6.21B
$1.34K ﹤0.01%
6
WTRG icon
766
Essential Utilities
WTRG
$10.7B
$1.34K ﹤0.01%
36
-3
IBKR icon
767
Interactive Brokers
IBKR
$29.4B
$1.33K ﹤0.01%
24
CLX icon
768
Clorox
CLX
$12.8B
$1.32K ﹤0.01%
11
-2
FHN icon
769
First Horizon
FHN
$11.2B
$1.31K ﹤0.01%
62
+11
PFGC icon
770
Performance Food Group
PFGC
$14.6B
$1.31K ﹤0.01%
15
+1
AOS icon
771
A.O. Smith
AOS
$9.36B
$1.31K ﹤0.01%
20
LRN icon
772
Stride
LRN
$2.68B
$1.31K ﹤0.01%
9
PFSI icon
773
PennyMac Financial
PFSI
$6.89B
$1.3K ﹤0.01%
13
PSN icon
774
Parsons
PSN
$8.99B
$1.29K ﹤0.01%
18
+3
FBIN icon
775
Fortune Brands Innovations
FBIN
$6.09B
$1.29K ﹤0.01%
25