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
CPNG icon
1001
Coupang
CPNG
$30.2B
$661 ﹤0.01%
35
-18
LUMN icon
1002
Lumen
LUMN
$8.75B
$661 ﹤0.01%
95
+6
AIR icon
1003
AAR Corp
AIR
$5.13B
$657 ﹤0.01%
6
BANF icon
1004
BancFirst
BANF
$3.91B
$651 ﹤0.01%
6
WDAY icon
1005
Workday
WDAY
$32.3B
$650 ﹤0.01%
5
-8
WH icon
1006
Wyndham Hotels & Resorts
WH
$5.94B
$650 ﹤0.01%
8
+1
SPHR icon
1007
Sphere Entertainment
SPHR
$5.49B
$647 ﹤0.01%
7
FELE icon
1008
Franklin Electric
FELE
$4.58B
$646 ﹤0.01%
7
EXLS icon
1009
EXL Service
EXLS
$4.41B
$640 ﹤0.01%
21
-2
MAT icon
1010
Mattel
MAT
$4.26B
$640 ﹤0.01%
44
-11
CWK icon
1011
Cushman & Wakefield Ltd
CWK
$3.16B
$638 ﹤0.01%
52
-2
CART icon
1012
Maplebear
CART
$9.69B
$637 ﹤0.01%
17
BGC icon
1013
BGC Group
BGC
$5.68B
$636 ﹤0.01%
65
SR icon
1014
Spire
SR
$4.68B
$634 ﹤0.01%
7
UCB
1015
United Community Banks
UCB
$4.15B
$630 ﹤0.01%
20
PVH icon
1016
PVH
PVH
$3.78B
$628 ﹤0.01%
9
-1
DORM icon
1017
Dorman Products
DORM
$3.82B
$627 ﹤0.01%
6
BCO icon
1018
Brink's
BCO
$4.2B
$622 ﹤0.01%
6
HRI icon
1019
Herc Holdings
HRI
$4.83B
$622 ﹤0.01%
11
FUL icon
1020
H.B. Fuller
FUL
$3.47B
$617 ﹤0.01%
10
DIOD icon
1021
Diodes
DIOD
$5B
$615 ﹤0.01%
9
+3
ACT icon
1022
Enact Holdings
ACT
$5.92B
$613 ﹤0.01%
15
HP icon
1023
Helmerich & Payne
HP
$3.92B
$613 ﹤0.01%
17
-1
GNTX icon
1024
Gentex
GNTX
$5.51B
$612 ﹤0.01%
28
-1
SHOO icon
1025
Steven Madden
SHOO
$3.37B
$611 ﹤0.01%
18
+11