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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
ANVS icon
601
Annovis Bio
ANVS
$75.7M
$2.23K ﹤0.01%
1,000
CG icon
602
Carlyle Group
CG
$16.5B
$2.23K ﹤0.01%
46
-1
ALSN icon
603
Allison Transmission
ALSN
$9.73B
$2.23K ﹤0.01%
19
TRMB icon
604
Trimble
TRMB
$11.8B
$2.22K ﹤0.01%
34
-1
AMG icon
605
Affiliated Managers Group
AMG
$9.37B
$2.21K ﹤0.01%
8
OSK icon
606
Oshkosh
OSK
$8.42B
$2.21K ﹤0.01%
15
+4
ACM icon
607
Aecom
ACM
$9.01B
$2.21K ﹤0.01%
26
NVO
608
Novo Nordisk
NVO
$194B
$2.21K ﹤0.01%
60
SANM icon
609
Sanmina
SANM
$13.7B
$2.2K ﹤0.01%
17
SWK icon
610
Stanley Black & Decker
SWK
$13B
$2.2K ﹤0.01%
31
+3
DXCM icon
611
DexCom
DXCM
$29.1B
$2.2K ﹤0.01%
35
+14
SEIC icon
612
SEI Investments
SEIC
$10.8B
$2.2K ﹤0.01%
28
DINO icon
613
HF Sinclair
DINO
$12.8B
$2.18K ﹤0.01%
35
-1
WSO icon
614
Watsco Inc
WSO
$15.7B
$2.18K ﹤0.01%
6
+1
OTIS icon
615
Otis Worldwide
OTIS
$27.1B
$2.16K ﹤0.01%
28
LVS icon
616
Las Vegas Sands
LVS
$33.6B
$2.16K ﹤0.01%
40
DTM icon
617
DT Midstream
DTM
$14.5B
$2.15K ﹤0.01%
16
DPZ icon
618
Domino's
DPZ
$10.8B
$2.15K ﹤0.01%
6
ARW icon
619
Arrow Electronics
ARW
$11.6B
$2.15K ﹤0.01%
15
+1
APG icon
620
APi Group
APG
$18.3B
$2.15K ﹤0.01%
53
TXRH icon
621
Texas Roadhouse
TXRH
$11B
$2.15K ﹤0.01%
13
SCI icon
622
Service Corp International
SCI
$10.6B
$2.15K ﹤0.01%
26
AXS icon
623
AXIS Capital
AXS
$7.48B
$2.13K ﹤0.01%
21
ROP icon
624
Roper Technologies
ROP
$33.8B
$2.12K ﹤0.01%
6
-4
TSN icon
625
Tyson Foods
TSN
$20.2B
$2.12K ﹤0.01%
33
+4
23 24
25
26 27