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
INTC icon
26
Intel
INTC
$501B
$2.47M 1.21%
55,984
-14,163
RIVN icon
27
Rivian
RIVN
$19.9B
$2.36M 1.15%
157,043
+65,086
JOBY icon
28
Joby Aviation
JOBY
$9.09B
$2.09M 1.02%
252,951
+156,519
BABA icon
29
Alibaba
BABA
$315B
$2.07M 1.01%
14,155
RH icon
30
RH
RH
$2.45B
$2M 0.98%
14,300
+491
LMND icon
31
Lemonade
LMND
$4.35B
$1.97M 0.96%
31,438
-2,492
GRAB icon
32
Grab
GRAB
$15B
$1.62M 0.79%
442,914
+39,148
UBER icon
33
Uber
UBER
$153B
$1.42M 0.69%
19,684
+2,359
WRBY icon
34
Warby Parker
WRBY
$2.83B
$1.38M 0.68%
65,723
+6,777
QQQ icon
35
Invesco QQQ Trust
QQQ
$443B
$376K 0.18%
+651
ZETA icon
36
Zeta Global
ZETA
$4.64B
– –
-127,104
BX icon
37
Blackstone
BX
$155B
– –
-16,393
CRM icon
38
Salesforce
CRM
$150B
– –
-10,042
EOSE icon
39
Eos Energy Enterprises
EOSE
$2.19B
– –
-151,006
NKE icon
40
Nike
NKE
$65.8B
– –
-41,923
PATH icon
41
UiPath
PATH
$5.59B
– –
-96,462
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