UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+6.33%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-1%)
Cap. Flow
-$58.2M
Cap. Flow
% of AUM
-40.53%
Top 10 Holdings %
Top 10 Hldgs %
81.21%
Holding
30
New
3
Increased
11
Reduced
9
Closed
6
Top Buys
| 1 |
AdvisorShares Pure US Cannabis ETF
MSOS
|
$2.64M |
| 2 |
Robinhood
HOOD
|
$1.96M |
| 3 |
Alibaba
BABA
|
$1.62M |
| 4 |
NVIDIA
NVDA
|
$1.14M |
| 5 |
Enovix
ENVX
|
$595K |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
$48.8M |
| 2 |
Intel
INTC
|
$3.75M |
| 3 |
Tesla
TSLA
|
$2.21M |
| 4 |
Maplebear
CART
|
$2.11M |
| 5 |
Beyond Meat
BYND
|
$1.83M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Beyond Meat
BYND
$185M
| – | – |
-50,916
| Closed | -$1.83M |
|
|
27
Maplebear
CART
$11.6B
| – | – |
-56,556
| Closed | -$2.11M |
|
28
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| – | – |
-41,444
| Closed | -$1.7M |
|
|
29
Intel
INTC
$105B
| – | – |
-84,998
| Closed | -$3.75M |
|
30
PayPal
PYPL
$65.4B
| – | – |
-26,115
| Closed | -$1.75M |
|