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
$144M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.72M
3
+$1.69M
4
ENVX icon
Enovix
ENVX
+$368K
5
UBER icon
Uber
UBER
+$231K

Top Sells

1
+$3.75M
2
+$2.11M
3
+$1.95M
4
BYND icon
Beyond Meat
BYND
+$1.83M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.82M

Sector Composition

1 Technology 28.07%
2 Financials 15.62%
3 Communication Services 9.6%
4 Consumer Discretionary 7.35%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-41,444
27
– –
-50,916
28
– –
-56,556
29
– –
-84,998
30
– –
-26,115
1
2