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
$105M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.5M
3
+$1.92M
4
PLTR icon
Palantir
PLTR
+$1.53M
5
GM icon
General Motors
GM
+$1.51M

Top Sells

1
+$1.71M
2
+$1.47M
3
+$1.44M
4
VZ icon
Verizon
VZ
+$1.33M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.3M

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 Change
in Stake 		Capital Flow
26
– –
-34,094
27
– –
-15,302
1
2