UWM
Udine Wealth Management Portfolio holdings
AUM
$212M
1-Year Est. Return
43.44%
This Fund
S&P 500
1 Year Est. Return
+43.44%
AUM
$212M
AUM Growth
+$3.18M
(+1.5%)
Holding
43
Top Buys
| 1 | +$2.95M | |
| 2 | +$2.67M | |
| 3 | +$2.66M | |
| 4 |
Zeta Global
ZETA
|
+$2.59M |
| 5 |
UiPath
PATH
|
+$1.58M |
Top Sells
| 1 | +$2.77M | |
| 2 | +$2.62M | |
| 3 | +$2.6M | |
| 4 |
Occidental Petroleum
OXY
|
+$2.5M |
| 5 |
DraftKings
DKNG
|
+$2.26M |
Sector Composition
| 1 | Technology | 29.26% |
| 2 | Financials | 22.49% |
| 3 | Communication Services | 9.88% |
| 4 | Consumer Discretionary | 9.18% |
| 5 | Industrials | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.6B
| $29M | 13.7% |
317,197
+3,774
|
|
||
2
Alphabet (Google) Class C
GOOG
$4.09T
| $20.9M | 9.88% |
66,760
+3,045
|
|
||
3
Microsoft
MSFT
$3.2T
| $20.6M | 9.71% |
42,501
+1,528
|
|
||
4
Apple
AAPL
$3.81T
| $19.7M | 9.32% |
72,503
+1,852
|
|
||
5
Bank of America
BAC
$384B
| $12.3M | 5.82% |
223,750
+3,245
|
|
||
6
iShares 0-1 Year Treasury Bond ETF
SHV
$20.1B
| $11.8M | 5.56% |
106,750
|
|
||
7
JPMorgan Chase
JPM
$825B
| $10.3M | 4.87% |
31,989
+915
|
|
||
8
Berkshire Hathaway Class B
BRK.B
$1.04T
| $8.94M | 4.23% |
17,789
+512
|
|
||
9
Amazon
AMZN
$2.56T
| $5.43M | 2.56% |
23,513
+848
|
|
||
10
NVIDIA
NVDA
$4.65T
| $5.02M | 2.37% |
26,894
-2,901
|
|
||
11
Tesla
TSLA
$1.62T
| $4.96M | 2.34% |
11,023
+210
|
|
||
12
Rocket Lab Corp
RKLB
$42.8B
| $4.29M | 2.03% |
61,446
-5,365
|
|
||
13
Robinhood
HOOD
$89.5B
| $4.12M | 1.95% |
36,411
-1,737
|
|
||
14
Palantir
PLTR
$349B
| $3.79M | 1.79% |
21,319
+392
|
|
||
15
Nu Holdings
NU
$86B
| $3.62M | 1.71% |
216,160
+3,724
|
|
||
16
Rocket Companies
RKT
$50.5B
| $3.36M | 1.59% |
173,326
+5,256
|
|
||
17
Bloom Energy
BE
$35.8B
| $3.25M | 1.54% |
37,426
-25,541
|
|
||
18
iShares Bitcoin Trust
IBIT
$65.3B
| $3.21M | 1.52% |
64,758
+3,589
|
|
||
19
Exxon Mobil
XOM
$596B
| $3.03M | 1.43% |
25,169
+3,083
|
|
||
20
United Parcel Service
UPS
$90.1B
| $2.95M | 1.4% |
+29,770
|
|
||
21
Nike
NKE
$91.5B
| $2.67M | 1.26% |
+41,923
|
|
||
22
Salesforce
CRM
$199B
| $2.66M | 1.26% |
+10,042
|
|
||
23
Intel
INTC
$232B
| $2.59M | 1.22% |
70,147
-36,349
|
|
||
|
24
Zeta Global
ZETA
$4.57B
| $2.59M | 1.22% |
+127,104
|
|
||
25
Blackstone
BX
$116B
| $2.53M | 1.19% |
16,393
+630
|
|