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
$156M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2M
3
+$1.91M
4
RKLB icon
Rocket Lab Corp
RKLB
+$1.34M
5
HOOD icon
Robinhood
HOOD
+$1.21M

Top Sells

1
+$3.66M
2
+$2.78M
3
+$2.59M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
OSCR icon
Oscar Health
OSCR
+$925K

Sector Composition

1 Technology 29.77%
2 Financials 18.22%
3 Consumer Discretionary 9.83%
4 Communication Services 7.63%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.2%
17,304
+444
27
$1.69M 1.08%
14,629
+311
28
$1.34M 0.86%
+52,705
29
$1.1M 0.71%
+9,889
30
$1.03M 0.66%
+77,499
31
$953K 0.61%
+11,208
32
– –
-13,762
33
– –
-43,622
34
– –
-360,623
1
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