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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 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
FSLR icon
451
First Solar
FSLR
$28.7B
$3.75K ﹤0.01%
19
CLH icon
452
Clean Harbors
CLH
$15.2B
$3.73K ﹤0.01%
13
DRI icon
453
Darden Restaurants
DRI
$24.2B
$3.73K ﹤0.01%
19
DGX icon
454
Quest Diagnostics
DGX
$22.5B
$3.72K ﹤0.01%
19
WRB icon
455
W.R. Berkley
WRB
$25.4B
$3.71K ﹤0.01%
56
EXPE icon
456
Expedia Group
EXPE
$27B
$3.69K ﹤0.01%
16
APA icon
457
APA Corp
APA
$13.1B
$3.69K ﹤0.01%
87
-2
ULTA icon
458
Ulta Beauty
ULTA
$20.1B
$3.66K ﹤0.01%
7
-1
JLL icon
459
Jones Lang LaSalle
JLL
$13.9B
$3.65K ﹤0.01%
12
NDAQ icon
460
Nasdaq
NDAQ
$50.3B
$3.65K ﹤0.01%
43
-1
EWBC icon
461
East-West Bancorp
EWBC
$18.2B
$3.63K ﹤0.01%
34
MNST icon
462
Monster Beverage
MNST
$90.8B
$3.62K ﹤0.01%
50
HAL icon
463
Halliburton
HAL
$33.1B
$3.59K ﹤0.01%
92
BURL icon
464
Burlington
BURL
$21.3B
$3.58K ﹤0.01%
11
+2
RNR icon
465
RenaissanceRe
RNR
$12.8B
$3.57K ﹤0.01%
12
MLM icon
466
Martin Marietta Materials
MLM
$34.7B
$3.53K ﹤0.01%
6
LYV icon
467
Live Nation Entertainment
LYV
$40.1B
$3.51K ﹤0.01%
23
DLTR icon
468
Dollar Tree
DLTR
$21.9B
$3.5K ﹤0.01%
32
+3
MO icon
469
Altria Group
MO
$120B
$3.5K ﹤0.01%
53
-1
CNP icon
470
CenterPoint Energy
CNP
$28.1B
$3.5K ﹤0.01%
81
SYY icon
471
Sysco
SYY
$37.9B
$3.5K ﹤0.01%
49
-2
MCHP icon
472
Microchip Technology
MCHP
$51.6B
$3.49K ﹤0.01%
54
+19
FFIV icon
473
F5
FFIV
$22.4B
$3.47K ﹤0.01%
12
LH icon
474
Labcorp
LH
$21.8B
$3.47K ﹤0.01%
13
NSC icon
475
Norfolk Southern
NSC
$70.5B
$3.44K ﹤0.01%
12