UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
-3.15%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-4%)
Cap. Flow
-$657K
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
75.24%
Holding
36
New
5
Increased
19
Reduced
3
Closed
8
Top Buys
| 1 |
Nu Holdings
NU
|
$2.12M |
| 2 |
NVIDIA
NVDA
|
$2.09M |
| 3 |
General Motors
GM
|
$1.96M |
| 4 |
Lemonade
LMND
|
$1.81M |
| 5 |
Grab
GRAB
|
$1.07M |
Top Sells
| 1 |
Salesforce
CRM
|
$2.29M |
| 2 |
Enovix
ENVX
|
$2.25M |
| 3 |
Boeing
BA
|
$2M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.91M |
| 5 |
Dell
DELL
|
$1.69M |
Sector Composition
| 1 | Technology | 28.16% |
| 2 | Financials | 23.13% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Communication Services | 6.16% |
| 5 | Energy | 1.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Rocket Lab Corporation Common Stock
RKLB
$22.9B
| $1.15M | 0.77% |
64,080
+11,375
| +22% | +$203K |
|
|
27
Grab
GRAB
$19.9B
| $1.07M | 0.71% |
+235,457
| New | +$1.07M |
|
28
Bloom Energy
BE
$12B
| $794K | 0.53% |
+40,397
| New | +$794K |
|
|
29
Boeing
BA
$180B
| – | – |
-11,315
| Closed | -$2M |
|
|
30
Salesforce
CRM
$240B
| – | – |
-6,838
| Closed | -$2.29M |
|
|
31
Dell
DELL
$81.3B
| – | – |
-14,629
| Closed | -$1.69M |
|
32
Walt Disney
DIS
$211B
| – | – |
-9,889
| Closed | -$1.1M |
|
|
33
Enovix
ENVX
$1.83B
| – | – |
-207,040
| Closed | -$2.25M |
|
|
34
iShares Russell 2000 ETF
IWM
$66.3B
| – | – |
-8,639
| Closed | -$1.91M |
|
35
Rivian
RIVN
$16.4B
| – | – |
-77,499
| Closed | -$1.03M |
|
|
XYZ
36
Block, Inc.
XYZ
$46.6B
| – | – |
-11,208
| Closed | -$953K |
|