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
BIRK icon
1251
Birkenstock
BIRK
$7.9B
$197 ﹤0.01%
+4
LFST icon
1252
Lifestance Health
LFST
$2.51B
$197 ﹤0.01%
38
-14
UPST icon
1253
Upstart Holdings
UPST
$4.58B
$195 ﹤0.01%
3
XRX icon
1254
Xerox
XRX
$357M
$195 ﹤0.01%
37
-7
AEO icon
1255
American Eagle Outfitters
AEO
$4.09B
$193 ﹤0.01%
20
-2
ALE icon
1256
Allete
ALE
$3.93B
$193 ﹤0.01%
3
AD
1257
Array Digital Infrastructure
AD
$4.3B
$192 ﹤0.01%
3
-5
BTC
1258
Grayscale Bitcoin Mini Trust ETF
BTC
$4.04B
$191 ﹤0.01%
4
CNA icon
1259
CNA Financial
CNA
$12.2B
$187 ﹤0.01%
4
INSW icon
1260
International Seaways
INSW
$2.55B
$183 ﹤0.01%
5
-1
CWEN.A icon
1261
Clearway Energy Class A
CWEN.A
$3.81B
$182 ﹤0.01%
6
NSP icon
1262
Insperity
NSP
$1.36B
$181 ﹤0.01%
3
-3
AMRX icon
1263
Amneal Pharmaceuticals
AMRX
$3.74B
$178 ﹤0.01%
22
+19
PHIN icon
1264
Phinia Inc
PHIN
$2.09B
$178 ﹤0.01%
4
CENT icon
1265
Central Garden & Pet Co
CENT
$2.08B
$176 ﹤0.01%
5
QRVO icon
1266
Qorvo
QRVO
$8.21B
$170 ﹤0.01%
2
-4
TCOM icon
1267
Trip.com Group
TCOM
$46.5B
$170 ﹤0.01%
13
+6
PRK icon
1268
Park National Corp
PRK
$2.55B
$168 ﹤0.01%
+1
YOU icon
1269
Clear Secure
YOU
$3.22B
$167 ﹤0.01%
6
+4
BRKR icon
1270
Bruker
BRKR
$7.33B
$165 ﹤0.01%
4
-5
HBI
1271
DELISTED
Hanesbrands
HBI
$161 ﹤0.01%
35
SPB icon
1272
Spectrum Brands
SPB
$1.33B
$159 ﹤0.01%
3
-3
TDC icon
1273
Teradata
TDC
$2.77B
$157 ﹤0.01%
7
-5
SPR icon
1274
Spirit AeroSystems
SPR
$4.63B
$153 ﹤0.01%
4
CRL icon
1275
Charles River Laboratories
CRL
$9.06B
$152 ﹤0.01%
1
-3