UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+10.53%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+9.8%)
Cap. Flow
+$3.69M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
73.27%
Holding
34
New
6
Increased
18
Reduced
6
Closed
3
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$4.15M |
| 2 |
Boeing
BA
|
$2M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.91M |
| 4 |
Rocket Lab Corporation Common Stock
RKLB
|
$1.34M |
| 5 |
Robinhood
HOOD
|
$1.21M |
Top Sells
| 1 |
Apple
AAPL
|
$3.66M |
| 2 |
Palantir
PLTR
|
$2.78M |
| 3 |
AdvisorShares Pure US Cannabis ETF
MSOS
|
$2.59M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.26M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Exxon Mobil
XOM
$487B
| $1.86M | 1.2% |
17,304
+444
| +3% | +$47.8K |
|
27
Dell
DELL
$81.1B
| $1.69M | 1.08% |
14,629
+311
| +2% | +$35.8K |
|
|
28
Rocket Lab Corporation Common Stock
RKLB
$22.7B
| $1.34M | 0.86% |
+52,705
| New | +$1.34M |
|
29
Walt Disney
DIS
$210B
| $1.1M | 0.71% |
+9,889
| New | +$1.1M |
|
30
Rivian
RIVN
$16.1B
| $1.03M | 0.66% |
+77,499
| New | +$1.03M |
|
|
XYZ
31
Block, Inc.
XYZ
$46B
| $953K | 0.61% |
+11,208
| New | +$953K |
|
|
32
AdvisorShares Pure US Cannabis ETF
MSOS
$901M
| – | – |
-360,623
| Closed | -$2.59M |
|
|
33
Oscar Health
OSCR
$4.14B
| – | – |
-43,622
| Closed | -$925K |
|
34
Zillow
Z
$19.7B
| – | – |
-13,762
| Closed | -$879K |
|