UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+12.18%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+62%)
Cap. Flow
+$30M
Cap. Flow
% of AUM
28.49%
Top 10 Holdings %
Top 10 Hldgs %
83.93%
Holding
27
New
7
Increased
8
Reduced
7
Closed
5
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$16.2M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$11.6M |
| 3 |
Palantir
PLTR
|
$2.07M |
| 4 |
Intel
INTC
|
$2.04M |
| 5 |
Home Depot
HD
|
$1.56M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.09M |
| 2 |
Ford
F
|
$1.71M |
| 3 |
SPLK
Splunk Inc
SPLK
|
$1.47M |
| 4 |
Pinterest
PINS
|
$1.44M |
| 5 |
Verizon
VZ
|
$1.33M |
Sector Composition
| 1 | Technology | 38.01% |
| 2 | Financials | 16.92% |
| 3 | Communication Services | 7.94% |
| 4 | Consumer Discretionary | 6.17% |
| 5 | Consumer Staples | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Verizon
VZ
$185B
| – | – |
-34,094
| Closed | -$1.33M |
|
|
SPLK
27
DELISTED
Splunk Inc
SPLK
| – | – |
-15,302
| Closed | -$1.47M |
|