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
AVTR icon
1276
Avantor
AVTR
$9.46B
$149 ﹤0.01%
11
-33
CRGY icon
1277
Crescent Energy
CRGY
$2.13B
$147 ﹤0.01%
17
+10
GT icon
1278
Goodyear
GT
$1.92B
$146 ﹤0.01%
14
CCOI icon
1279
Cogent Communications
CCOI
$2.16B
$145 ﹤0.01%
3
-1
LAC
1280
Lithium Americas
LAC
$2.33B
$145 ﹤0.01%
54
MCW icon
1281
Mister Car Wash
MCW
$1.58B
$139 ﹤0.01%
23
+1
GO icon
1282
Grocery Outlet
GO
$1.52B
$137 ﹤0.01%
+11
VCYT icon
1283
Veracyte
VCYT
$2.67B
$136 ﹤0.01%
5
+3
ICUI icon
1284
ICU Medical
ICUI
$2.9B
$133 ﹤0.01%
+1
NWBI icon
1285
Northwest Bancshares
NWBI
$1.85B
$128 ﹤0.01%
10
HRMY icon
1286
Harmony Biosciences
HRMY
$1.54B
$127 ﹤0.01%
4
LBRT icon
1287
Liberty Energy
LBRT
$1.99B
$127 ﹤0.01%
11
-16
FMC icon
1288
FMC
FMC
$3.76B
$126 ﹤0.01%
3
-4
COTY icon
1289
Coty
COTY
$3.71B
$121 ﹤0.01%
26
-15
MBC icon
1290
MasterBrand
MBC
$1.66B
$121 ﹤0.01%
11
-3
SHOO icon
1291
Steven Madden
SHOO
$2.54B
$120 ﹤0.01%
5
-3
GMED icon
1292
Globus Medical
GMED
$7.85B
$119 ﹤0.01%
2
+1
UAA icon
1293
Under Armour
UAA
$2.1B
$117 ﹤0.01%
17
-2
CE icon
1294
Celanese
CE
$4.47B
$111 ﹤0.01%
2
RVMD icon
1295
Revolution Medicines
RVMD
$8.88B
$111 ﹤0.01%
3
TFIN icon
1296
Triumph Financial Inc
TFIN
$1.15B
$111 ﹤0.01%
+2
EVTC icon
1297
Evertec
EVTC
$1.99B
$109 ﹤0.01%
3
FLG
1298
Flagstar Financial
FLG
$5B
$106 ﹤0.01%
+10
KLIC icon
1299
Kulicke & Soffa
KLIC
$2.09B
$104 ﹤0.01%
3
-2
PATH icon
1300
UiPath
PATH
$8.86B
$103 ﹤0.01%
8