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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
MAS icon
626
Masco
MAS
$14.9B
$2.11K ﹤0.01%
35
+5
BLD icon
627
TopBuild
BLD
$11.6B
$2.11K ﹤0.01%
6
SAIA icon
628
Saia
SAIA
$12.8B
$2.11K ﹤0.01%
6
VRSK icon
629
Verisk Analytics
VRSK
$24.1B
$2.09K ﹤0.01%
11
-2
IEX icon
630
IDEX
IEX
$16.2B
$2.09K ﹤0.01%
11
-1
LEN icon
631
Lennar Class A
LEN
$22.2B
$2.08K ﹤0.01%
24
+3
BBIO icon
632
BridgeBio Pharma
BBIO
$13.1B
$2.08K ﹤0.01%
28
FE icon
633
FirstEnergy
FE
$27.2B
$2.08K ﹤0.01%
41
TROW icon
634
T. Rowe Price
TROW
$23.5B
$2.07K ﹤0.01%
23
-4
KNX icon
635
Knight Transportation
KNX
$13.2B
$2.07K ﹤0.01%
36
HAS icon
636
Hasbro
HAS
$11.9B
$2.06K ﹤0.01%
22
OC icon
637
Owens Corning
OC
$9.78B
$2.06K ﹤0.01%
19
+3
BOKF icon
638
BOK Financial
BOKF
$8.18B
$2.05K ﹤0.01%
16
FTV icon
639
Fortive
FTV
$18.3B
$2.05K ﹤0.01%
37
+2
PPLI
640
People Inc
PPLI
$3.17B
$2.04K ﹤0.01%
51
LFUS icon
641
Littelfuse
LFUS
$11.9B
$2.04K ﹤0.01%
6
ALLE icon
642
Allegion
ALLE
$11.5B
$2.04K ﹤0.01%
14
DY icon
643
Dycom Industries
DY
$14.1B
$2.03K ﹤0.01%
6
EHC icon
644
Encompass Health
EHC
$10.1B
$2.03K ﹤0.01%
21
-2
SJM icon
645
J.M. Smucker
SJM
$12.4B
$2.03K ﹤0.01%
21
+2
DVA icon
646
DaVita
DVA
$13.4B
$2K ﹤0.01%
13
AGCO icon
647
AGCO
AGCO
$8.15B
$1.97K ﹤0.01%
17
BJ icon
648
BJs Wholesale Club
BJ
$11.6B
$1.97K ﹤0.01%
20
-1
MATX icon
649
Matsons
MATX
$6.11B
$1.97K ﹤0.01%
12
-1
KVUE icon
650
Kenvue
KVUE
$34.8B
$1.97K ﹤0.01%
114
+5