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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
FNB icon
851
FNB Corp
FNB
$6.64B
$1.07K ﹤0.01%
64
ALK icon
852
Alaska Air
ALK
$5.27B
$1.07K ﹤0.01%
29
+5
FCN icon
853
FTI Consulting
FCN
$4.78B
$1.06K ﹤0.01%
6
LW icon
854
Lamb Weston
LW
$6.27B
$1.06K ﹤0.01%
25
+11
WLK icon
855
Westlake Corp
WLK
$11.3B
$1.05K ﹤0.01%
9
+7
SAIC icon
856
Saic
SAIC
$4.81B
$1.04K ﹤0.01%
11
+3
AES icon
857
AES
AES
$10.5B
$1.04K ﹤0.01%
74
+10
SWX icon
858
Southwest Gas
SWX
$6.44B
$1.04K ﹤0.01%
12
GXO icon
859
GXO Logistics
GXO
$5.72B
$1.04K ﹤0.01%
20
UBSI icon
860
United Bankshares
UBSI
$6.29B
$1.04K ﹤0.01%
25
IPGP icon
861
IPG Photonics
IPGP
$4.87B
$1.03K ﹤0.01%
9
DOCN icon
862
DigitalOcean
DOCN
$17.8B
$1.03K ﹤0.01%
12
ALGN icon
863
Align Technology
ALGN
$12.5B
$1.03K ﹤0.01%
6
+2
SLM icon
864
SLM Corp
SLM
$4.22B
$1.03K ﹤0.01%
48
-7
TYL icon
865
Tyler Technologies
TYL
$12.3B
$1.03K ﹤0.01%
3
-3
CXT icon
866
Crane NXT
CXT
$2.44B
$1.03K ﹤0.01%
6
MOS icon
867
The Mosaic Company
MOS
$7.21B
$1.02K ﹤0.01%
40
+6
BC icon
868
Brunswick
BC
$5.36B
$1.02K ﹤0.01%
14
-1
LPX icon
869
Louisiana-Pacific
LPX
$5.24B
$1.02K ﹤0.01%
14
+3
GTES icon
870
Gates Industrial
GTES
$6.89B
$1.02K ﹤0.01%
45
-1
HWC icon
871
Hancock Whitney
HWC
$5.88B
$1.02K ﹤0.01%
16
ADT icon
872
ADT
ADT
$5.17B
$1.01K ﹤0.01%
154
-5
VIRT icon
873
Virtu Financial
VIRT
$5.01B
$1.01K ﹤0.01%
23
MTDR icon
874
Matador Resources
MTDR
$6.71B
$1.01K ﹤0.01%
16
-5
EL icon
875
Estee Lauder
EL
$32.4B
$1K ﹤0.01%
14
+1
33 34
35
36 37