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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
ILMN icon
751
Illumina
ILMN
$24.4B
$1.48K ﹤0.01%
12
FLS icon
752
Flowserve
FLS
$9.98B
$1.47K ﹤0.01%
20
FTAI icon
753
FTAI Aviation
FTAI
$24.8B
$1.47K ﹤0.01%
6
MDB icon
754
MongoDB
MDB
$27.6B
$1.47K ﹤0.01%
6
UMBF icon
755
UMB Financial
UMBF
$10.3B
$1.47K ﹤0.01%
13
RVMD icon
756
Revolution Medicines
RVMD
$32.7B
$1.46K ﹤0.01%
15
LEA icon
757
Lear
LEA
$7.27B
$1.45K ﹤0.01%
12
CLX icon
758
Clorox
CLX
$11.7B
$1.45K ﹤0.01%
14
+9
FAF icon
759
First American
FAF
$6.7B
$1.45K ﹤0.01%
24
CDE icon
760
Coeur Mining
CDE
$17.7B
$1.45K ﹤0.01%
77
+5
TEVA icon
761
Teva Pharmaceuticals
TEVA
$40.3B
$1.45K ﹤0.01%
48
SW
762
Smurfit Westrock
SW
$22.7B
$1.44K ﹤0.01%
36
+14
PR icon
763
Permian Resources
PR
$16.3B
$1.43K ﹤0.01%
67
DDOG icon
764
Datadog
DDOG
$81.8B
$1.42K ﹤0.01%
12
CMG icon
765
Chipotle Mexican Grill
CMG
$41.3B
$1.41K ﹤0.01%
44
ABCB icon
766
Ameris Bancorp
ABCB
$5.99B
$1.4K ﹤0.01%
18
RVTY icon
767
Revvity
RVTY
$11.1B
$1.4K ﹤0.01%
16
TTC icon
768
Toro Company
TTC
$8.64B
$1.4K ﹤0.01%
15
+3
LAUR icon
769
Laureate Education
LAUR
$5.15B
$1.39K ﹤0.01%
40
CNM icon
770
Core & Main
CNM
$9.05B
$1.38K ﹤0.01%
28
ACA icon
771
Arcosa
ACA
$6.36B
$1.38K ﹤0.01%
13
RMBS icon
772
Rambus
RMBS
$15.8B
$1.38K ﹤0.01%
16
-2
SSD icon
773
Simpson Manufacturing
SSD
$7.94B
$1.37K ﹤0.01%
8
ONB icon
774
Old National Bancorp
ONB
$9.71B
$1.37K ﹤0.01%
62
WTRG icon
775
Essential Utilities
WTRG
$10.6B
$1.37K ﹤0.01%
34