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

Top Sells

1
+$3.5M
2
+$2.56M
3
+$1.36M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$494K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$473K

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
RITM icon
301
Rithm Capital
RITM
$6.3B
$7.57K ﹤0.01%
670
RSP icon
302
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$7.45K ﹤0.01%
41
AZO icon
303
AutoZone
AZO
$63.9B
$7.42K ﹤0.01%
2
IAT icon
304
iShares US Regional Banks ETF
IAT
$559M
$7.33K ﹤0.01%
148
SPLV icon
305
Invesco S&P 500 Low Volatility ETF
SPLV
$7.47B
$7.28K ﹤0.01%
100
APH icon
306
Amphenol
APH
$171B
$7.21K ﹤0.01%
73
+4
JBL icon
307
Jabil
JBL
$23.4B
$7.2K ﹤0.01%
33
-2
PWR icon
308
Quanta Services
PWR
$69.3B
$7.18K ﹤0.01%
19
+2
SCHW icon
309
Charles Schwab
SCHW
$169B
$7.12K ﹤0.01%
78
UBER icon
310
Uber
UBER
$189B
$7.09K ﹤0.01%
76
-1
MMC icon
311
Marsh & McLennan
MMC
$89.8B
$7K ﹤0.01%
32
-2
EME icon
312
Emcor
EME
$28.4B
$6.95K ﹤0.01%
13
+1
PIPR icon
313
Piper Sandler
PIPR
$5.63B
$6.95K ﹤0.01%
25
GM icon
314
General Motors
GM
$70.2B
$6.89K ﹤0.01%
140
+2
FTC icon
315
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
$6.84K ﹤0.01%
87
NATL icon
316
NCR Atleos
NATL
$2.75B
$6.82K ﹤0.01%
239
GEHC icon
317
GE HealthCare
GEHC
$37.6B
$6.74K ﹤0.01%
91
+3
SYK icon
318
Stryker
SYK
$139B
$6.73K ﹤0.01%
17
-1
FISV
319
Fiserv Inc
FISV
$35.5B
$6.72K ﹤0.01%
39
+1
ITW icon
320
Illinois Tool Works
ITW
$72.3B
$6.68K ﹤0.01%
27
+1
AIG icon
321
American International
AIG
$41.7B
$6.59K ﹤0.01%
77
NOC icon
322
Northrop Grumman
NOC
$78.9B
$6.5K ﹤0.01%
13
-1
VHT icon
323
Vanguard Health Care ETF
VHT
$17.3B
$6.46K ﹤0.01%
26
FTNT icon
324
Fortinet
FTNT
$63.3B
$6.45K ﹤0.01%
61
+1
BSCT icon
325
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.47B
$6.42K ﹤0.01%
343
11 12
13
14 15