UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+6.97%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+15%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
9.7%
Top 10 Holdings %
Top 10 Hldgs %
77.38%
Holding
30
New
10
Increased
5
Reduced
12
Closed
3
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
$9.61M |
| 2 |
Dell
DELL
|
$2.63M |
| 3 |
Maplebear
CART
|
$2.11M |
| 4 |
iShares Bitcoin Trust
IBIT
|
$2.03M |
| 5 |
Beyond Meat
BYND
|
$1.83M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.82M |
| 2 |
Apple
AAPL
|
$1.79M |
| 3 |
Snowflake
SNOW
|
$1.68M |
| 4 |
UiPath
PATH
|
$1.62M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Enovix
ENVX
$1.81B
| $1.1M | 0.76% |
137,314
+2,601
| +2% | +$20.8K |
|
27
NVIDIA
NVDA
$4.1T
| $903K | 0.62% |
+999
| New | +$903K |
|
|
28
Rivian
RIVN
$16.2B
| – | – |
-66,987
| Closed | -$1.57M |
|
|
29
UiPath
PATH
$5.78B
| – | – |
-65,305
| Closed | -$1.62M |
|
|
30
Snowflake
SNOW
$77.5B
| – | – |
-8,438
| Closed | -$1.68M |
|