UWM

Udine Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.73M
3
+$2.5M
4
ZETA icon
Zeta Global
ZETA
+$2.37M
5
PATH icon
UiPath
PATH
+$1.5M

Top Sells

1
+$2.77M
2
+$2.68M
3
+$2.62M
4
MP icon
MP Materials
MP
+$2.6M
5
OXY icon
Occidental Petroleum
OXY
+$2.5M

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
BIL icon
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$44.5B
$29M 13.7%
317,197
+3,774
GOOG icon
2
Alphabet (Google) Class C
GOOG
$3.74T
$20.9M 9.88%
66,760
+3,045
MSFT icon
3
Microsoft
MSFT
$2.97T
$20.6M 9.71%
42,501
+1,528
AAPL icon
4
Apple
AAPL
$3.73T
$19.7M 9.32%
72,503
+1,852
BAC icon
5
Bank of America
BAC
$339B
$12.3M 5.82%
223,750
+3,245
SHV icon
6
iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
$11.8M 5.56%
106,750
JPM icon
7
JPMorgan Chase
JPM
$774B
$10.3M 4.87%
31,989
+915
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.06T
$8.94M 4.23%
17,789
+512
AMZN icon
9
Amazon
AMZN
$2.31T
$5.43M 2.56%
23,513
+848
NVDA icon
10
NVIDIA
NVDA
$4.42T
$5.02M 2.37%
26,894
-2,901
TSLA icon
11
Tesla
TSLA
$1.5T
$4.96M 2.34%
11,023
+210
RKLB icon
12
Rocket Lab Corp
RKLB
$44.6B
$4.29M 2.03%
61,446
-5,365
HOOD icon
13
Robinhood
HOOD
$69.6B
$4.12M 1.95%
36,411
-1,737
PLTR icon
14
Palantir
PLTR
$371B
$3.79M 1.79%
21,319
+392
NU icon
15
Nu Holdings
NU
$69.2B
$3.62M 1.71%
216,160
+3,724
RKT icon
16
Rocket Companies
RKT
$41.8B
$3.36M 1.59%
173,326
+5,256
BE icon
17
Bloom Energy
BE
$44.9B
$3.25M 1.54%
37,426
-25,541
IBIT icon
18
iShares Bitcoin Trust
IBIT
$58.1B
$3.21M 1.52%
64,758
+3,589
XOM icon
19
Exxon Mobil
XOM
$662B
$3.03M 1.43%
25,169
+3,083
UPS icon
20
United Parcel Service
UPS
$83B
$2.95M 1.4%
+29,770
NKE icon
21
Nike
NKE
$81.6B
$2.67M 1.26%
+41,923
CRM icon
22
Salesforce
CRM
$180B
$2.66M 1.26%
+10,042
INTC icon
23
Intel
INTC
$220B
$2.59M 1.22%
70,147
-36,349
ZETA icon
24
Zeta Global
ZETA
$4.4B
$2.59M 1.22%
+127,104
BX icon
25
Blackstone
BX
$87B
$2.53M 1.19%
16,393
+630
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