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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
PODD icon
801
Insulet
PODD
$10.4B
$1.26K ﹤0.01%
6
ERIE icon
802
Erie Indemnity
ERIE
$11.9B
$1.26K ﹤0.01%
5
-2
ESAB icon
803
ESAB
ESAB
$5.57B
$1.26K ﹤0.01%
13
SGI
804
Somnigroup International
SGI
$15.2B
$1.26K ﹤0.01%
17
+1
UHAL.B icon
805
U-Haul Holding Co Series N
UHAL.B
$10.5B
$1.25K ﹤0.01%
28
+2
AAON icon
806
Aaon
AAON
$10.4B
$1.24K ﹤0.01%
15
+5
GTLS icon
807
Chart Industries
GTLS
$9.9B
$1.24K ﹤0.01%
6
COLB icon
808
Columbia Banking Systems
COLB
$9.06B
$1.24K ﹤0.01%
45
MCY icon
809
Mercury Insurance
MCY
$5.59B
$1.24K ﹤0.01%
14
+2
M icon
810
Macy's
M
$6.67B
$1.23K ﹤0.01%
68
CBSH icon
811
Commerce Bancshares
CBSH
$8.14B
$1.23K ﹤0.01%
25
+2
AGO icon
812
Assured Guaranty
AGO
$3.39B
$1.22K ﹤0.01%
15
NFG icon
813
National Fuel Gas
NFG
$7.37B
$1.22K ﹤0.01%
13
PYPL icon
814
PayPal
PYPL
$36.6B
$1.22K ﹤0.01%
27
-30
PLXS icon
815
Plexus
PLXS
$7.89B
$1.22K ﹤0.01%
6
THG icon
816
Hanover Insurance
THG
$6.92B
$1.21K ﹤0.01%
7
GPN icon
817
Global Payments
GPN
$18.5B
$1.21K ﹤0.01%
18
-1
CRL icon
818
Charles River Laboratories
CRL
$9.03B
$1.21K ﹤0.01%
7
LKQ icon
819
LKQ Corp
LKQ
$6.68B
$1.21K ﹤0.01%
41
+15
UFPI icon
820
UFP Industries
UFPI
$4.78B
$1.2K ﹤0.01%
13
OLLI icon
821
Ollie's Bargain Outlet
OLLI
$5.03B
$1.2K ﹤0.01%
13
CNX icon
822
CNX Resources
CNX
$4.69B
$1.2K ﹤0.01%
31
AGG icon
823
iShares Core US Aggregate Bond ETF
AGG
$137B
$1.19K ﹤0.01%
12
FFOG icon
824
Franklin Focused Growth ETF
FFOG
$281M
$1.19K ﹤0.01%
29
LOPE icon
825
Grand Canyon Education
LOPE
$3.91B
$1.19K ﹤0.01%
7