UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+4.12%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-1.3%)
Cap. Flow
-$4.41M
Cap. Flow
% of AUM
-3.11%
Top 10 Holdings %
Top 10 Hldgs %
76.33%
Holding
30
New
6
Increased
18
Reduced
3
Closed
2
Top Buys
| 1 |
Intel
INTC
|
$2.17M |
| 2 |
PayPal
PYPL
|
$2.09M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.86M |
| 4 |
Salesforce
CRM
|
$1.85M |
| 5 |
Oscar Health
OSCR
|
$925K |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
$12.3M |
| 2 |
Walt Disney
DIS
|
$1.84M |
| 3 |
Robinhood
HOOD
|
$938K |
| 4 |
Apple
AAPL
|
$508K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Robinhood
HOOD
$88.4B
| $1.08M | 0.76% |
46,090
-40,037
| -46% | -$938K |
|
|
27
Oscar Health
OSCR
$4.14B
| $925K | 0.65% |
+43,622
| New | +$925K |
|
28
Zillow
Z
$19.7B
| $879K | 0.62% |
+13,762
| New | +$879K |
|
|
29
Walt Disney
DIS
$210B
| – | – |
-18,552
| Closed | -$1.84M |
|
|
30
ProShares Short QQQ
PSQ
$522M
| – | – |
-304,392
| Closed | -$12.3M |
|