UWM

Udine Wealth Management Portfolio holdings

AUM $205M
1-Year Est. Return 37.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$3.07M
3
+$2.84M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.61M

Top Sells

1
+$2.67M
2
+$2.66M
3
+$2.59M
4
BX icon
Blackstone
BX
+$2.53M
5
EOSE icon
Eos Energy Enterprises
EOSE
+$1.73M

Sector Composition

1 Technology 24.58%
2 Financials 21.2%
3 Communication Services 9.68%
4 Consumer Discretionary 9.23%
5 Industrials 7.85%
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
$46.3B
$30M 14.68%
327,761
+10,564
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.64T
$19.8M 9.68%
68,901
+2,141
AAPL icon
3
Apple
AAPL
$4.11T
$19.3M 9.43%
76,039
+3,536
MSFT icon
4
Microsoft
MSFT
$3.08T
$17.5M 8.53%
47,154
+4,653
SHV icon
5
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$12.2M 5.95%
110,250
+3,500
BAC icon
6
Bank of America
BAC
$380B
$11.1M 5.44%
228,448
+4,698
JPM icon
7
JPMorgan Chase
JPM
$837B
$9.66M 4.72%
32,823
+834
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.02T
$9.47M 4.63%
19,765
+1,976
AMZN icon
9
Amazon
AMZN
$2.88T
$5.38M 2.63%
25,836
+2,323
NVDA icon
10
NVIDIA
NVDA
$4.82T
$4.74M 2.32%
27,189
+295
XOM icon
11
Exxon Mobil
XOM
$635B
$4.39M 2.14%
25,851
+682
BE icon
12
Bloom Energy
BE
$82.6B
$4.37M 2.14%
32,258
-5,168
TSLA icon
13
Tesla
TSLA
$1.47T
$4.29M 2.1%
11,544
+521
RKLB icon
14
Rocket Lab Corp
RKLB
$45.6B
$4.09M 2%
63,675
+2,229
PLTR icon
15
Palantir
PLTR
$345B
$3.31M 1.62%
22,627
+1,308
NU icon
16
Nu Holdings
NU
$70.2B
$3.19M 1.56%
222,192
+6,032
UPS icon
17
United Parcel Service
UPS
$91.4B
$3.03M 1.48%
30,829
+1,059
HD icon
18
Home Depot
HD
$323B
$2.77M 1.35%
+8,430
APO icon
19
Apollo Global Management
APO
$75.2B
$2.77M 1.35%
+24,854
IBIT icon
20
iShares Bitcoin Trust
IBIT
$63.5B
$2.75M 1.34%
71,471
+6,713
HOOD icon
21
Robinhood
HOOD
$66.3B
$2.65M 1.29%
38,196
+1,785
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
$2.59M 1.27%
+29,896
RKT icon
23
Rocket Companies
RKT
$41.4B
$2.55M 1.25%
178,801
+5,475
IWM icon
24
iShares Russell 2000 ETF
IWM
$77.3B
$2.51M 1.23%
+10,116
BA icon
25
Boeing
BA
$179B
$2.48M 1.21%
+12,453
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