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
$145M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$2.63M
3
+$2.11M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.03M
5
BYND icon
Beyond Meat
BYND
+$1.83M

Top Sells

1
+$1.82M
2
+$1.79M
3
+$1.68M
4
PATH icon
UiPath
PATH
+$1.62M
5
RIVN icon
Rivian
RIVN
+$1.57M

Sector Composition

1 Technology 28.12%
2 Financials 15.04%
3 Communication Services 8.72%
4 Consumer Discretionary 7.6%
5 Consumer Staples 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.76%
156,930
+2,972
27
$903K 0.62%
+9,990
28
– –
-65,305
29
– –
-66,987
30
– –
-8,438
1
2