We are live on ! Find out more
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
ENSG icon
551
The Ensign Group
ENSG
$8.73B
$2.62K ﹤0.01%
13
DVN icon
552
Devon Energy
DVN
$52.3B
$2.62K ﹤0.01%
52
KEY icon
553
KeyCorp
KEY
$24.5B
$2.61K ﹤0.01%
130
AWK icon
554
American Water Works
AWK
$24.7B
$2.59K ﹤0.01%
19
+2
CTSH icon
555
Cognizant
CTSH
$24.7B
$2.58K ﹤0.01%
42
-3
FUN icon
556
Cedar Fair
FUN
$2.4B
$2.57K ﹤0.01%
145
EIX icon
557
Edison International
EIX
$28.1B
$2.56K ﹤0.01%
35
+6
BLDR icon
558
Builders FirstSource
BLDR
$8.36B
$2.55K ﹤0.01%
31
+3
DASH icon
559
DoorDash
DASH
$65.6B
$2.55K ﹤0.01%
17
-3
STZ icon
560
Constellation Brands
STZ
$25.5B
$2.55K ﹤0.01%
17
+15
AXON icon
561
Axon Enterprise
AXON
$35.6B
$2.55K ﹤0.01%
6
XYZ
562
Block Inc
XYZ
$41.4B
$2.53K ﹤0.01%
42
+4
CHD icon
563
Church & Dwight Co
CHD
$23.1B
$2.52K ﹤0.01%
27
+6
MRP
564
Millrose Properties Inc
MRP
$4.84B
$2.52K ﹤0.01%
90
-24
ALB icon
565
Albemarle
ALB
$20.1B
$2.51K ﹤0.01%
14
+5
SF
566
Stifel
SF
$11.1B
$2.51K ﹤0.01%
34
-1
ELAN icon
567
Elanco Animal Health
ELAN
$12.1B
$2.49K ﹤0.01%
104
+4
BALL icon
568
Ball Corp
BALL
$15.2B
$2.48K ﹤0.01%
42
+7
JAZZ icon
569
Jazz Pharmaceuticals
JAZZ
$14.5B
$2.46K ﹤0.01%
13
STRL icon
570
Sterling Infrastructure
STRL
$26.4B
$2.44K ﹤0.01%
6
BR icon
571
Broadridge
BR
$16.8B
$2.44K ﹤0.01%
15
-2
WBS icon
572
Webster Financial
WBS
$12B
$2.43K ﹤0.01%
35
AFG icon
573
American Financial Group
AFG
$11.1B
$2.43K ﹤0.01%
19
PTC icon
574
PTC
PTC
$13.1B
$2.42K ﹤0.01%
17
-1
AVY icon
575
Avery Dennison
AVY
$12.2B
$2.42K ﹤0.01%
14
+1
21 22
23
24 25