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
SFBS icon
876
ServisFirst Bancshares
SFBS
$3.95B
$931 ﹤0.01%
12
GXO icon
877
GXO Logistics
GXO
$6.02B
$926 ﹤0.01%
19
+3
PLMR icon
878
Palomar
PLMR
$3.09B
$926 ﹤0.01%
6
TREX icon
879
Trex
TREX
$3.7B
$925 ﹤0.01%
17
+4
IPAR icon
880
Interparfums
IPAR
$2.65B
$920 ﹤0.01%
7
HWC icon
881
Hancock Whitney
HWC
$5.29B
$919 ﹤0.01%
16
-1
WMS icon
882
Advanced Drainage Systems
WMS
$11.6B
$919 ﹤0.01%
8
-1
BOOT icon
883
Boot Barn
BOOT
$6.16B
$912 ﹤0.01%
6
+1
KBR icon
884
KBR
KBR
$5.63B
$911 ﹤0.01%
19
-1
SW
885
Smurfit Westrock
SW
$18.8B
$907 ﹤0.01%
21
+5
OSIS icon
886
OSI Systems
OSIS
$4.52B
$900 ﹤0.01%
+4
NVST icon
887
Envista
NVST
$3.33B
$899 ﹤0.01%
46
+16
TPH icon
888
Tri Pointe Homes
TPH
$2.88B
$895 ﹤0.01%
28
-1
SWX icon
889
Southwest Gas
SWX
$5.71B
$893 ﹤0.01%
12
+1
CPB icon
890
Campbell Soup
CPB
$8.81B
$889 ﹤0.01%
29
-18
NMIH icon
891
NMI Holdings
NMIH
$2.89B
$886 ﹤0.01%
21
-1
EPAM icon
892
EPAM Systems
EPAM
$11.2B
$885 ﹤0.01%
5
-1
SLAB icon
893
Silicon Laboratories
SLAB
$4.65B
$885 ﹤0.01%
6
CVLT icon
894
Commault Systems
CVLT
$5.33B
$872 ﹤0.01%
5
+1
RRX icon
895
Regal Rexnord
RRX
$9.67B
$870 ﹤0.01%
6
-2
ESI icon
896
Element Solutions
ESI
$6.39B
$861 ﹤0.01%
38
-1
DXC icon
897
DXC Technology
DXC
$2.46B
$857 ﹤0.01%
56
+9
MSM icon
898
MSC Industrial Direct
MSM
$4.63B
$851 ﹤0.01%
10
+2
VNT icon
899
Vontier
VNT
$5.25B
$849 ﹤0.01%
23
+5
KBH icon
900
KB Home
KBH
$4.1B
$848 ﹤0.01%
16
+2