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
SEE icon
1026
Sealed Air
SEE
$6.22B
$590 ﹤0.01%
19
+4
DAN icon
1027
Dana Inc
DAN
$2.56B
$584 ﹤0.01%
34
-2
ADMA icon
1028
ADMA Biologics
ADMA
$4.8B
$583 ﹤0.01%
32
+4
NTB icon
1029
Bank of N.T. Butterfield & Son
NTB
$2B
$576 ﹤0.01%
13
RHI icon
1030
Robert Half
RHI
$2.71B
$575 ﹤0.01%
14
+6
MTSI icon
1031
MACOM Technology Solutions
MTSI
$14B
$574 ﹤0.01%
4
-5
PINC
1032
DELISTED
Premier
PINC
$571 ﹤0.01%
26
+3
FWONA icon
1033
Liberty Media Series A
FWONA
$21.5B
$570 ﹤0.01%
6
CBU icon
1034
Community Bank
CBU
$3.08B
$569 ﹤0.01%
10
+2
POR icon
1035
Portland General Electric
POR
$5.48B
$569 ﹤0.01%
14
+1
SMPL icon
1036
Simply Good Foods
SMPL
$1.87B
$569 ﹤0.01%
18
-1
PRKS icon
1037
United Parks & Resorts
PRKS
$1.97B
$566 ﹤0.01%
12
+3
PRMB
1038
Primo Brands
PRMB
$5.94B
$563 ﹤0.01%
19
+8
GVA icon
1039
Granite Construction
GVA
$4.73B
$562 ﹤0.01%
6
PATK icon
1040
Patrick Industries
PATK
$3.56B
$554 ﹤0.01%
6
LCII icon
1041
LCI Industries
LCII
$2.78B
$548 ﹤0.01%
6
SNAP icon
1042
Snap
SNAP
$13.3B
$548 ﹤0.01%
63
-14
ZG icon
1043
Zillow
ZG
$17.7B
$548 ﹤0.01%
8
+2
GLOB icon
1044
Globant
GLOB
$3.1B
$546 ﹤0.01%
6
+4
GNW icon
1045
Genworth Financial
GNW
$3.47B
$545 ﹤0.01%
70
-8
DVN icon
1046
Devon Energy
DVN
$23.7B
$541 ﹤0.01%
17
-22
HGV icon
1047
Hilton Grand Vacations
HGV
$3.62B
$540 ﹤0.01%
13
-2
OTTR icon
1048
Otter Tail
OTTR
$3.45B
$540 ﹤0.01%
7
PTCT icon
1049
PTC Therapeutics
PTCT
$6.25B
$538 ﹤0.01%
11
-1
BCO icon
1050
Brink's
BCO
$4.84B
$536 ﹤0.01%
6