DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.82M
3
+$1.66M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.36M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.25M

Top Sells

1
+$3.5M
2
+$2.56M
3
+$1.36M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$494K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$473K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMB icon
201
Williams Companies
WMB
$76.2B
$17.1K ﹤0.01%
273
+56
QQQM icon
202
Invesco NASDAQ 100 ETF
QQQM
$63.2B
$17K ﹤0.01%
75
RTX icon
203
RTX Corp
RTX
$210B
$16.9K ﹤0.01%
116
SPOT icon
204
Spotify
SPOT
$138B
$16.9K ﹤0.01%
22
GIS icon
205
General Mills
GIS
$25.5B
$16.8K ﹤0.01%
325
-13
AXP icon
206
American Express
AXP
$230B
$16.6K ﹤0.01%
52
+1
SCHX icon
207
Schwab US Large- Cap ETF
SCHX
$60.9B
$16.6K ﹤0.01%
678
CTVA icon
208
Corteva
CTVA
$42B
$16.2K ﹤0.01%
218
+47
SPG icon
209
Simon Property Group
SPG
$57.4B
$16.1K ﹤0.01%
100
EEM icon
210
iShares MSCI Emerging Markets ETF
EEM
$20.5B
$15.7K ﹤0.01%
326
ITOT icon
211
iShares Core S&P Total US Stock Market ETF
ITOT
$77.9B
$15.1K ﹤0.01%
112
SNY icon
212
Sanofi
SNY
$119B
$14.4K ﹤0.01%
299
VWO icon
213
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$14.3K ﹤0.01%
290
-90
WPC icon
214
W.P. Carey
WPC
$14.9B
$14.2K ﹤0.01%
227
STX icon
215
Seagate
STX
$46.7B
$14K ﹤0.01%
97
-3
CHTR icon
216
Charter Communications
CHTR
$36.4B
$13.9K ﹤0.01%
34
IJT icon
217
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.31B
$13.8K ﹤0.01%
104
DIVO icon
218
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.18B
$13.8K ﹤0.01%
325
PLD icon
219
Prologis
PLD
$114B
$13.7K ﹤0.01%
130
AMX icon
220
America Movil
AMX
$65B
$13.4K ﹤0.01%
748
ADI icon
221
Analog Devices
ADI
$116B
$13.3K ﹤0.01%
56
+1
BSX icon
222
Boston Scientific
BSX
$145B
$13.3K ﹤0.01%
124
-1
APO icon
223
Apollo Global Management
APO
$73B
$13.2K ﹤0.01%
93
-1
XEL icon
224
Xcel Energy
XEL
$47.8B
$13.1K ﹤0.01%
192
-1
CI icon
225
Cigna
CI
$80.6B
$12.9K ﹤0.01%
39
+1
7 8
9
10 11