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
LZB icon
1101
La-Z-Boy
LZB
$1.61B
$447 ﹤0.01%
12
PRGS icon
1102
Progress Software
PRGS
$1.85B
$447 ﹤0.01%
7
+1
YELP icon
1103
Yelp
YELP
$1.84B
$446 ﹤0.01%
13
+7
INDB icon
1104
Independent Bank
INDB
$3.65B
$441 ﹤0.01%
7
ROKU icon
1105
Roku
ROKU
$14B
$440 ﹤0.01%
5
WST icon
1106
West Pharmaceutical
WST
$20.3B
$438 ﹤0.01%
2
-2
GFF icon
1107
Griffon
GFF
$3.39B
$435 ﹤0.01%
6
FIZZ icon
1108
National Beverage
FIZZ
$3.25B
$433 ﹤0.01%
10
-4
TRN icon
1109
Trinity Industries
TRN
$2.22B
$433 ﹤0.01%
16
+1
RAMP icon
1110
LiveRamp
RAMP
$1.83B
$430 ﹤0.01%
13
+7
AROC icon
1111
Archrock
AROC
$4.41B
$423 ﹤0.01%
17
-7
ST icon
1112
Sensata Technologies
ST
$4.83B
$422 ﹤0.01%
14
-16
TEX icon
1113
Terex
TEX
$3.3B
$421 ﹤0.01%
9
-1
TGNA icon
1114
TEGNA Inc
TGNA
$3.1B
$419 ﹤0.01%
25
+4
OII icon
1115
Oceaneering
OII
$2.72B
$415 ﹤0.01%
20
+10
HAYW icon
1116
Hayward Holdings
HAYW
$3.51B
$414 ﹤0.01%
30
+10
IPGP icon
1117
IPG Photonics
IPGP
$3.48B
$412 ﹤0.01%
6
+4
DINO icon
1118
HF Sinclair
DINO
$9.27B
$411 ﹤0.01%
10
-5
TOWN icon
1119
Towne Bank
TOWN
$2.71B
$411 ﹤0.01%
12
+2
WAFD icon
1120
WaFd
WAFD
$2.46B
$410 ﹤0.01%
14
-2
OSCR icon
1121
Oscar Health
OSCR
$4.95B
$408 ﹤0.01%
19
+11
AUB icon
1122
Atlantic Union Bankshares
AUB
$4.99B
$407 ﹤0.01%
13
-1
BOH icon
1123
Bank of Hawaii
BOH
$2.65B
$406 ﹤0.01%
6
LIVN icon
1124
LivaNova
LIVN
$3.48B
$406 ﹤0.01%
9
+4
WU icon
1125
Western Union
WU
$2.84B
$405 ﹤0.01%
48
-1