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 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
ZBH icon
676
Zimmer Biomet
ZBH
$17.1B
$1.81K ﹤0.01%
20
-1
INGR icon
677
Ingredion
INGR
$6.41B
$1.8K ﹤0.01%
16
+1
EFX icon
678
Equifax
EFX
$19.5B
$1.8K ﹤0.01%
10
-1
SN icon
679
SharkNinja
SN
$18.9B
$1.8K ﹤0.01%
17
+1
NTRA icon
680
Natera
NTRA
$30.4B
$1.8K ﹤0.01%
9
-1
DAR icon
681
Darling Ingredients
DAR
$9.06B
$1.79K ﹤0.01%
29
+5
EVR icon
682
Evercore
EVR
$13.8B
$1.79K ﹤0.01%
6
ALV icon
683
Autoliv
ALV
$9.62B
$1.79K ﹤0.01%
17
ARMK icon
684
Aramark
ARMK
$14.3B
$1.78K ﹤0.01%
44
-1
HSIC icon
685
Henry Schein
HSIC
$9.26B
$1.77K ﹤0.01%
24
-1
VLTO icon
686
Veralto
VLTO
$20.5B
$1.77K ﹤0.01%
20
-1
ABNB icon
687
Airbnb
ABNB
$78.5B
$1.77K ﹤0.01%
14
WST icon
688
West Pharmaceutical
WST
$23.2B
$1.75K ﹤0.01%
7
+1
AL
689
DELISTED
Air Lease Corp
AL
$1.75K ﹤0.01%
27
LAD icon
690
Lithia Motors
LAD
$7.15B
$1.75K ﹤0.01%
7
ROIV icon
691
Roivant Sciences
ROIV
$21.6B
$1.75K ﹤0.01%
63
+5
WTS icon
692
Watts Water Technologies
WTS
$11.1B
$1.74K ﹤0.01%
6
CRUS icon
693
Cirrus Logic
CRUS
$8.28B
$1.74K ﹤0.01%
12
KEX icon
694
Kirby Corp
KEX
$7.67B
$1.73K ﹤0.01%
13
+1
HLI icon
695
Houlihan Lokey
HLI
$9.52B
$1.72K ﹤0.01%
12
CMC icon
696
Commercial Metals
CMC
$8.62B
$1.72K ﹤0.01%
28
-1
EVRG icon
697
Evergy
EVRG
$19.3B
$1.72K ﹤0.01%
21
PRIM icon
698
Primoris Services
PRIM
$5.35B
$1.72K ﹤0.01%
12
+4
COO icon
699
Cooper Companies
COO
$13.2B
$1.72K ﹤0.01%
24
+6
GATX icon
700
GATX Corp
GATX
$6.2B
$1.71K ﹤0.01%
10