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
CAR icon
851
Avis
CAR
$4.7B
$1.01K ﹤0.01%
6
-1
SSB icon
852
SouthState Bank Corp
SSB
$9.25B
$1.01K ﹤0.01%
11
ACIW icon
853
ACI Worldwide
ACIW
$4.78B
$1.01K ﹤0.01%
22
-4
EXAS icon
854
Exact Sciences
EXAS
$19.2B
$1.01K ﹤0.01%
19
+8
MASI icon
855
Masimo
MASI
$7.63B
$1.01K ﹤0.01%
6
APA icon
856
APA Corp
APA
$9.47B
$1.01K ﹤0.01%
55
-5
CNO icon
857
CNO Financial Group
CNO
$3.84B
$1K ﹤0.01%
26
+7
QLYS icon
858
Qualys
QLYS
$5.36B
$1K ﹤0.01%
7
+3
HLNE icon
859
Hamilton Lane
HLNE
$5.43B
$995 ﹤0.01%
7
AX icon
860
Axos Financial
AX
$4.8B
$989 ﹤0.01%
13
BFAM icon
861
Bright Horizons
BFAM
$5.88B
$989 ﹤0.01%
8
+1
DKNG icon
862
DraftKings
DKNG
$17.5B
$987 ﹤0.01%
23
-2
NJR icon
863
New Jersey Resources
NJR
$4.54B
$987 ﹤0.01%
22
+2
MCHP icon
864
Microchip Technology
MCHP
$35B
$986 ﹤0.01%
14
-66
RUSHA icon
865
Rush Enterprises Class A
RUSHA
$4.21B
$979 ﹤0.01%
19
+1
FCN icon
866
FTI Consulting
FCN
$5.15B
$969 ﹤0.01%
6
+2
HII icon
867
Huntington Ingalls Industries
HII
$12.4B
$966 ﹤0.01%
4
+2
PBH icon
868
Prestige Consumer Healthcare
PBH
$2.89B
$959 ﹤0.01%
12
TCBI icon
869
Texas Capital Bancshares
TCBI
$4.29B
$953 ﹤0.01%
12
AXTA icon
870
Axalta
AXTA
$6.24B
$951 ﹤0.01%
32
UBSI icon
871
United Bankshares
UBSI
$5.3B
$948 ﹤0.01%
26
+2
MAT icon
872
Mattel
MAT
$6.56B
$947 ﹤0.01%
48
-11
GTES icon
873
Gates Industrial
GTES
$5.7B
$945 ﹤0.01%
41
DOCU icon
874
DocuSign
DOCU
$14.3B
$935 ﹤0.01%
12
+5
FNB icon
875
FNB Corp
FNB
$6.07B
$934 ﹤0.01%
64