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
W icon
1301
Wayfair
W
$12.4B
$103 ﹤0.01%
2
-3
INFA
1302
DELISTED
Informatica
INFA
$98 ﹤0.01%
4
CELH icon
1303
Celsius Holdings
CELH
$11B
$93 ﹤0.01%
2
PGNY icon
1304
Progyny
PGNY
$2.07B
$88 ﹤0.01%
+4
EL icon
1305
Estee Lauder
EL
$37.2B
$81 ﹤0.01%
1
CNDT icon
1306
Conduent
CNDT
$309M
$80 ﹤0.01%
30
STNG icon
1307
Scorpio Tankers
STNG
$2.88B
$79 ﹤0.01%
2
-2
ASTH icon
1308
Astrana Health
ASTH
$1.14B
$75 ﹤0.01%
3
-2
ATKR icon
1309
Atkore
ATKR
$2.18B
$71 ﹤0.01%
1
TSLL icon
1310
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.95B
$71 ﹤0.01%
+6
PBF icon
1311
PBF Energy
PBF
$3.87B
$66 ﹤0.01%
3
-2
SYNA icon
1312
Synaptics
SYNA
$2.96B
$65 ﹤0.01%
1
CGNX icon
1313
Cognex
CGNX
$6.49B
$64 ﹤0.01%
2
-8
YORW icon
1314
York Water
YORW
$467M
$64 ﹤0.01%
2
LION icon
1315
Lionsgate Studios
LION
$2.07B
$64 ﹤0.01%
+11
ALB icon
1316
Albemarle
ALB
$13.9B
$63 ﹤0.01%
1
-1
CAKE icon
1317
Cheesecake Factory
CAKE
$2.38B
$63 ﹤0.01%
+1
RIG icon
1318
Transocean
RIG
$4.91B
$63 ﹤0.01%
24
-32
AZTA icon
1319
Azenta
AZTA
$1.62B
$62 ﹤0.01%
2
-3
OLN icon
1320
Olin
OLN
$2.35B
$61 ﹤0.01%
3
ZD icon
1321
Ziff Davis
ZD
$1.4B
$61 ﹤0.01%
2
-1
LOB icon
1322
Live Oak Bancshares
LOB
$1.52B
$60 ﹤0.01%
2
-4
CVI icon
1323
CVR Energy
CVI
$3.42B
$54 ﹤0.01%
2
-3
DIOD icon
1324
Diodes
DIOD
$2.41B
$53 ﹤0.01%
1
-2
HUN icon
1325
Huntsman Corp
HUN
$1.71B
$53 ﹤0.01%
5
-3