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
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$28.8M 13.8%
313,423
+11,853
MSFT icon
2
Microsoft
MSFT
$3.52T
$21.2M 10.18%
40,973
+862
AAPL icon
3
Apple
AAPL
$4.06T
$18M 8.63%
70,651
+1,437
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.7T
$15.5M 7.43%
63,715
+2,911
SHV icon
5
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.8B
$11.8M 5.66%
106,750
-1,000
BAC icon
6
Bank of America
BAC
$403B
$11.4M 5.46%
220,505
+2,356
JPM icon
7
JPMorgan Chase
JPM
$871B
$9.8M 4.7%
31,074
+322
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.08T
$8.69M 4.17%
17,277
+866
NVDA icon
9
NVIDIA
NVDA
$4.31T
$5.56M 2.67%
29,795
-2,617
HOOD icon
10
Robinhood
HOOD
$106B
$5.46M 2.62%
38,148
-15,892
BE icon
11
Bloom Energy
BE
$22.2B
$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
$1.59T
$4.81M 2.31%
10,813
+123
IBIT icon
14
iShares Bitcoin Trust
IBIT
$66.5B
$3.98M 1.91%
61,169
+3,037
PLTR icon
15
Palantir
PLTR
$442B
$3.82M 1.83%
20,927
-3,707
INTC icon
16
Intel
INTC
$178B
$3.57M 1.71%
106,496
+2,222
NU icon
17
Nu Holdings
NU
$81.9B
$3.4M 1.63%
212,436
+4,932
RKT icon
18
Rocket Companies
RKT
$50.5B
$3.26M 1.56%
168,070
+77,736
RKLB icon
19
Rocket Lab Corp
RKLB
$30.2B
$3.2M 1.54%
66,811
+1,320
OSCR icon
20
Oscar Health
OSCR
$4.74B
$2.77M 1.33%
146,555
+85,083
UBER icon
21
Uber
UBER
$171B
$2.72M 1.3%
27,719
+832
BX icon
22
Blackstone
BX
$117B
$2.69M 1.29%
15,763
+504
RH icon
23
RH
RH
$3.04B
$2.66M 1.28%
13,113
+158
BABA icon
24
Alibaba
BABA
$358B
$2.64M 1.27%
14,771
-1,119
HD icon
25
Home Depot
HD
$356B
$2.62M 1.26%
6,475
+383
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