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

Top Buys

1 +$16.2M
2 +$11.6M
3 +$2.07M
4
INTC icon
Intel
INTC
+$2.04M
5
HD icon
Home Depot
HD
+$1.56M

Top Sells

1 +$2.09M
2 +$1.71M
3 +$1.47M
4
PINS icon
Pinterest
PINS
+$1.44M
5
VZ icon
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 Change
in Stake
Capital Flow
26
-34,094
27
-15,302