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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
BILL icon
1101
BILL Holdings
BILL
$3.3B
$460 ﹤0.01%
12
LULU icon
1102
lululemon athletica
LULU
$13.5B
$460 ﹤0.01%
3
WMG icon
1103
Warner Music
WMG
$14.8B
$460 ﹤0.01%
18
-1
VC icon
1104
Visteon
VC
$3.16B
$456 ﹤0.01%
5
-1
AWR icon
1105
American States Water
AWR
$3.05B
$454 ﹤0.01%
6
GRBK icon
1106
Green Brick Partners
GRBK
$3.11B
$452 ﹤0.01%
7
RUN icon
1107
Sunrun
RUN
$3.07B
$448 ﹤0.01%
33
+11
BOH icon
1108
Bank of Hawaii
BOH
$3.18B
$446 ﹤0.01%
6
CPB icon
1109
Campbell Soup
CPB
$6.8B
$446 ﹤0.01%
20
-13
LIVN icon
1110
LivaNova
LIVN
$4.36B
$445 ﹤0.01%
7
+1
WAFD icon
1111
WaFd
WAFD
$2.74B
$440 ﹤0.01%
14
GFF icon
1112
Griffon
GFF
$4.3B
$437 ﹤0.01%
6
PII icon
1113
Polaris
PII
$4.03B
$436 ﹤0.01%
8
-4
HUBG icon
1114
HUB Group
HUBG
$2.84B
$433 ﹤0.01%
12
SFNC icon
1115
Simmons First National
SFNC
$3.27B
$428 ﹤0.01%
22
SMG icon
1116
ScottsMiracle-Gro
SMG
$3.59B
$426 ﹤0.01%
7
+1
CACC icon
1117
Credit Acceptance
CACC
$5.73B
$424 ﹤0.01%
1
LEN.B icon
1118
Lennar Class B
LEN.B
$21.8B
$421 ﹤0.01%
5
-1
SYNA icon
1119
Synaptics
SYNA
$5.35B
$421 ﹤0.01%
6
TDW icon
1120
Tidewater
TDW
$3.82B
$418 ﹤0.01%
5
WOR icon
1121
Worthington Enterprises
WOR
$2.94B
$418 ﹤0.01%
8
BKH icon
1122
Black Hills Corp
BKH
$5.6B
$417 ﹤0.01%
6
KYMR icon
1123
Kymera Therapeutics
KYMR
$7.09B
$417 ﹤0.01%
5
-1
OLN icon
1124
Olin
OLN
$2.86B
$417 ﹤0.01%
14
+11
BFAM icon
1125
Bright Horizons
BFAM
$3.41B
$411 ﹤0.01%
5
-2