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
MP icon
26
MP Materials
MP
$11.5B
$2.6M 1.25%
+38,710
OXY icon
27
Occidental Petroleum
OXY
$40.1B
$2.5M 1.2%
+52,896
XOM icon
28
Exxon Mobil
XOM
$489B
$2.49M 1.19%
22,086
+1,752
GRAB icon
29
Grab
GRAB
$24.4B
$2.33M 1.12%
387,391
+142,546
DKNG icon
30
DraftKings
DKNG
$15B
$2.26M 1.08%
60,447
+1,726
EOSE icon
31
Eos Energy Enterprises
EOSE
$4B
$2.01M 0.97%
+176,881
LMND icon
32
Lemonade
LMND
$4.36B
$1.78M 0.85%
33,213
+1,154
JOBY icon
33
Joby Aviation
JOBY
$14.7B
$1.41M 0.68%
+87,579
RIVN icon
34
Rivian
RIVN
$15.8B
$1.27M 0.61%
86,593
+18,419
BA icon
35
Boeing
BA
$152B
$486K 0.23%
2,254
+543
QQQ icon
36
Invesco QQQ Trust
QQQ
$398B
$360K 0.17%
600
+128
CRWD icon
37
CrowdStrike
CRWD
$135B
$321K 0.15%
+654
UPS icon
38
United Parcel Service
UPS
$80.6B
– –
-22,140
UNH icon
39
UnitedHealth
UNH
$312B
– –
-7,529
TOST icon
40
Toast
TOST
$20B
– –
-28,901
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