UWM

Udine Wealth Management Portfolio holdings

AUM $208M
1-Year Est. Return 52.32%
This Quarter Est. Return
1 Year Est. Return
+52.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.5M
3
+$2.01M
4
OSCR icon
Oscar Health
OSCR
+$1.61M
5
RKT icon
Rocket Companies
RKT
+$1.51M

Top Sells

1
+$2.35M
2
+$2.28M
3
+$2.23M
4
TOST icon
Toast
TOST
+$1.28M
5
PLTR icon
Palantir
PLTR
+$676K

Sector Composition

1 Technology 27.6%
2 Financials 22.29%
3 Consumer Discretionary 10.19%
4 Communication Services 7.43%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIL icon
1
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$28.8M 13.8%
313,423
+11,853
MSFT icon
2
Microsoft
MSFT
$3.91T
$21.2M 10.18%
40,973
+862
AAPL icon
3
Apple
AAPL
$4.03T
$18M 8.63%
70,651
+1,437
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.41T
$15.5M 7.43%
63,715
+2,911
SHV icon
5
iShares Short Treasury Bond ETF
SHV
$20.7B
$11.8M 5.66%
106,750
-1,000
BAC icon
6
Bank of America
BAC
$389B
$11.4M 5.46%
220,505
+2,356
JPM icon
7
JPMorgan Chase
JPM
$842B
$9.8M 4.7%
31,074
+322
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.03T
$8.69M 4.17%
17,277
+866
NVDA icon
9
NVIDIA
NVDA
$4.94T
$5.56M 2.67%
29,795
-2,617
HOOD icon
10
Robinhood
HOOD
$123B
$5.46M 2.62%
38,148
-15,892
BE icon
11
Bloom Energy
BE
$30.2B
$5.33M 2.56%
62,967
+13,684
AMZN icon
12
Amazon
AMZN
$2.38T
$4.98M 2.39%
22,665
+587
TSLA icon
13
Tesla
TSLA
$1.46T
$4.81M 2.31%
10,813
+123
IBIT icon
14
iShares Bitcoin Trust
IBIT
$81.4B
$3.98M 1.91%
61,169
+3,037
PLTR icon
15
Palantir
PLTR
$462B
$3.82M 1.83%
20,927
-3,707
INTC icon
16
Intel
INTC
$191B
$3.57M 1.71%
106,496
+2,222
NU icon
17
Nu Holdings
NU
$77.6B
$3.4M 1.63%
212,436
+4,932
RKT icon
18
Rocket Companies
RKT
$44.9B
$3.26M 1.56%
168,070
+77,736
RKLB icon
19
Rocket Lab Corp
RKLB
$29.5B
$3.2M 1.54%
66,811
+1,320
OSCR icon
20
Oscar Health
OSCR
$4.68B
$2.77M 1.33%
146,555
+85,083
UBER icon
21
Uber
UBER
$201B
$2.72M 1.3%
27,719
+832
BX icon
22
Blackstone
BX
$116B
$2.69M 1.29%
15,763
+504
RH icon
23
RH
RH
$3.29B
$2.66M 1.28%
13,113
+158
BABA icon
24
Alibaba
BABA
$415B
$2.64M 1.27%
14,771
-1,119
HD icon
25
Home Depot
HD
$378B
$2.62M 1.26%
6,475
+383
1
2