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
$142M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.09M
3
+$1.86M
4
CRM icon
Salesforce
CRM
+$1.85M
5
OSCR icon
Oscar Health
OSCR
+$925K

Top Sells

1
+$12.3M
2
+$1.84M
3
+$938K
4
AAPL icon
Apple
AAPL
+$508K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$328K

Sector Composition

1 Technology 32.73%
2 Financials 17.51%
3 Consumer Discretionary 8.78%
4 Communication Services 8.06%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.76%
46,090
-40,037
27
$925K 0.65%
+43,622
28
$879K 0.62%
+13,762
29
– –
-18,552
30
– –
-304,392
1
2