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DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.3M
3
+$647K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$377K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$292K

Top Sells

1
+$547K
2
+$485K
3
+$396K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$323K
5
RKT icon
Rocket Companies
RKT
+$305K

Sector Composition

1 Technology 1.02%
2 Financials 0.55%
3 Consumer Discretionary 0.42%
4 Industrials 0.27%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
226
American Express
AXP
$222B
$14.8K ﹤0.01%
49
-2
ABT icon
227
Abbott
ABT
$154B
$14.8K ﹤0.01%
144
-6
CIBR icon
228
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.1B
$14.7K ﹤0.01%
235
DIVO icon
229
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.17B
$14.6K ﹤0.01%
325
SNY icon
230
Sanofi
SNY
$106B
$14.4K ﹤0.01%
299
NBIS
231
Nebius Group N.V.
NBIS
$59B
$14.3K ﹤0.01%
+138
IBN icon
232
ICICI Bank
IBN
$99.6B
$14.2K ﹤0.01%
550
GILD icon
233
Gilead Sciences
GILD
$156B
$14.2K ﹤0.01%
102
DAL icon
234
Delta Air Lines
DAL
$54.6B
$14.2K ﹤0.01%
213
FLEX icon
235
Flex
FLEX
$54.9B
$13.9K ﹤0.01%
212
-1
WDC icon
236
Western Digital
WDC
$194B
$13.8K ﹤0.01%
51
FIX icon
237
Comfort Systems
FIX
$66.1B
$13.8K ﹤0.01%
10
PH icon
238
Parker-Hannifin
PH
$114B
$13.4K ﹤0.01%
15
MTB icon
239
M&T Bank
MTB
$34B
$13.3K ﹤0.01%
64
IJK icon
240
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$13.3K ﹤0.01%
132
BMY icon
241
Bristol-Myers Squibb
BMY
$117B
$13K ﹤0.01%
215
+16
IJS icon
242
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$13K ﹤0.01%
110
CGW icon
243
Invesco S&P Global Water Index ETF
CGW
$1B
$12.9K ﹤0.01%
201
F icon
244
Ford
F
$59.1B
$12.8K ﹤0.01%
1,108
+2
APH icon
245
Amphenol
APH
$189B
$12.6K ﹤0.01%
100
+1
FTCS icon
246
First Trust Capital Strength ETF
FTCS
$7.78B
$12.5K ﹤0.01%
135
DG icon
247
Dollar General
DG
$25.3B
$12.5K ﹤0.01%
105
+1
LIN icon
248
Linde
LIN
$242B
$12.4K ﹤0.01%
25
GRF
249
Eagle Capital Growth Fund
GRF
$39.9M
$12.3K ﹤0.01%
1,222
SPOT icon
250
Spotify
SPOT
$99.1B
$12.1K ﹤0.01%
25
8 9
10
11 12