DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.41M
3
+$2.19M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.47M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.08M

Top Sells

1
+$1.25M
2
+$677K
3
+$638K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$626K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$182K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.55%
3 Financials 0.43%
4 Industrials 0.25%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
201
American Express
AXP
$246B
$17.2K ﹤0.01%
52
CIBR icon
202
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$17.2K ﹤0.01%
235
CAT icon
203
Caterpillar
CAT
$301B
$17.2K ﹤0.01%
41
-94
AR icon
204
Antero Resources
AR
$10.6B
$17.1K ﹤0.01%
537
HWM icon
205
Howmet Aerospace
HWM
$84.9B
$16.7K ﹤0.01%
96
EEM icon
206
iShares MSCI Emerging Markets ETF
EEM
$26B
$16.3K ﹤0.01%
326
STX icon
207
Seagate
STX
$96.5B
$16.2K ﹤0.01%
97
CTVA icon
208
Corteva
CTVA
$49.4B
$16.2K ﹤0.01%
218
WMB icon
209
Williams Companies
WMB
$81.7B
$15.8K ﹤0.01%
273
GIS icon
210
General Mills
GIS
$23.7B
$15.4K ﹤0.01%
313
-12
THO icon
211
Thor Industries
THO
$5.91B
$15.3K ﹤0.01%
139
WPC icon
212
W.P. Carey
WPC
$14.9B
$15.2K ﹤0.01%
227
SPOT icon
213
Spotify
SPOT
$105B
$15K ﹤0.01%
22
AMX icon
214
America Movil
AMX
$65B
$15K ﹤0.01%
748
VWO icon
215
Vanguard FTSE Emerging Markets ETF
VWO
$114B
$14.9K ﹤0.01%
290
SNY icon
216
Sanofi
SNY
$111B
$14.8K ﹤0.01%
299
PLD icon
217
Prologis
PLD
$118B
$14.8K ﹤0.01%
130
IJT icon
218
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.6B
$14.7K ﹤0.01%
104
DIVO icon
219
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.13B
$14.2K ﹤0.01%
325
ADI icon
220
Analog Devices
ADI
$155B
$14.1K ﹤0.01%
56
CRWV
221
CoreWeave Inc
CRWV
$55.3B
$13.9K ﹤0.01%
135
+65
XEL icon
222
Xcel Energy
XEL
$45B
$13.9K ﹤0.01%
192
APP icon
223
Applovin
APP
$183B
$13.9K ﹤0.01%
29
NCLH icon
224
Norwegian Cruise Line
NCLH
$9.46B
$13.5K ﹤0.01%
543
-2
URI icon
225
United Rentals
URI
$57.5B
$13.4K ﹤0.01%
14
7 8
9
10 11