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
HAE icon
1251
Haemonetics
HAE
$2.74B
$170 ﹤0.01%
3
-7
CRVL icon
1252
CorVel
CRVL
$2.97B
$164 ﹤0.01%
3
-2
PRK icon
1253
Park National Corp
PRK
$3.05B
$164 ﹤0.01%
1
CHWY icon
1254
Chewy
CHWY
$10.8B
$162 ﹤0.01%
6
-8
WHR icon
1255
Whirlpool
WHR
$3.52B
$162 ﹤0.01%
3
-2
IT icon
1256
Gartner
IT
$10.1B
$159 ﹤0.01%
1
-3
ADMA icon
1257
ADMA Biologics
ADMA
$2.46B
$154 ﹤0.01%
17
-6
KMPR icon
1258
Kemper
KMPR
$1.96B
$153 ﹤0.01%
5
-1
LBRDA icon
1259
Liberty Broadband Class A
LBRDA
$5.32B
$151 ﹤0.01%
3
GWRE icon
1260
Guidewire Software
GWRE
$11.8B
$150 ﹤0.01%
1
-5
SPB icon
1261
Spectrum Brands
SPB
$1.89B
$148 ﹤0.01%
2
TNET icon
1262
TriNet
TNET
$1.98B
$146 ﹤0.01%
4
+1
TREX icon
1263
Trex
TREX
$4.12B
$146 ﹤0.01%
4
DOCU
1264
DocuSign
DOCU
$9.12B
$143 ﹤0.01%
3
-4
PJT icon
1265
PJT Partners
PJT
$3.68B
$140 ﹤0.01%
1
-2
SAH icon
1266
Sonic Automotive
SAH
$2.46B
$138 ﹤0.01%
2
-1
MOH icon
1267
Molina Healthcare
MOH
$10.2B
$134 ﹤0.01%
1
-1
PRGS icon
1268
Progress Software
PRGS
$1.15B
$129 ﹤0.01%
5
TALO icon
1269
Talos Energy
TALO
$2.67B
$127 ﹤0.01%
8
-3
CRGY icon
1270
Crescent Energy
CRGY
$4.46B
$122 ﹤0.01%
9
PAYC icon
1271
Paycom
PAYC
$6.1B
$122 ﹤0.01%
1
ROCK icon
1272
Gibraltar Industries
ROCK
$1.11B
$120 ﹤0.01%
3
-2
WK icon
1273
Workiva
WK
$3.04B
$120 ﹤0.01%
2
-4
BTC
1274
Grayscale Bitcoin Mini Trust ETF
BTC
$3.29B
$120 ﹤0.01%
4
NWBI icon
1275
Northwest Bancshares
NWBI
$2.01B
$115 ﹤0.01%
9