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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
HAE icon
1251
Haemonetics
HAE
$3.55B
$170 ﹤0.01%
3
-7
CRVL icon
1252
CorVel
CRVL
$3.06B
$164 ﹤0.01%
3
-2
PRK icon
1253
Park National Corp
PRK
$3.26B
$164 ﹤0.01%
1
CHWY icon
1254
Chewy
CHWY
$7.91B
$162 ﹤0.01%
6
-8
WHR icon
1255
Whirlpool
WHR
$2.78B
$162 ﹤0.01%
3
-2
IT icon
1256
Gartner
IT
$9.92B
$159 ﹤0.01%
1
-3
ADMA icon
1257
ADMA Biologics
ADMA
$1.9B
$154 ﹤0.01%
17
-6
KMPR icon
1258
Kemper
KMPR
$1.47B
$153 ﹤0.01%
5
-1
LBRDA icon
1259
Liberty Broadband Class A
LBRDA
$4.9B
$151 ﹤0.01%
3
GWRE icon
1260
Guidewire Software
GWRE
$10.2B
$150 ﹤0.01%
1
-5
SPB icon
1261
Spectrum Brands
SPB
$1.93B
$148 ﹤0.01%
2
TNET icon
1262
TriNet
TNET
$2.18B
$146 ﹤0.01%
4
+1
TREX icon
1263
Trex
TREX
$4.74B
$146 ﹤0.01%
4
DOCU
1264
DocuSign
DOCU
$8.6B
$143 ﹤0.01%
3
-4
PJT icon
1265
PJT Partners
PJT
$3.93B
$140 ﹤0.01%
1
-2
SAH icon
1266
Sonic Automotive
SAH
$2.67B
$138 ﹤0.01%
2
-1
MOH icon
1267
Molina Healthcare
MOH
$10.4B
$134 ﹤0.01%
1
-1
PRGS icon
1268
Progress Software
PRGS
$1.32B
$129 ﹤0.01%
5
TALO icon
1269
Talos Energy
TALO
$2.5B
$127 ﹤0.01%
8
-3
CRGY icon
1270
Crescent Energy
CRGY
$3.82B
$122 ﹤0.01%
9
PAYC icon
1271
Paycom
PAYC
$6.27B
$122 ﹤0.01%
1
ROCK icon
1272
Gibraltar Industries
ROCK
$1.2B
$120 ﹤0.01%
3
-2
WK icon
1273
Workiva
WK
$2.75B
$120 ﹤0.01%
2
-4
BTC
1274
Grayscale Bitcoin Mini Trust ETF
BTC
$3.37B
$120 ﹤0.01%
4
NWBI icon
1275
Northwest Bancshares
NWBI
$2.16B
$115 ﹤0.01%
9