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UWM

Udine Wealth Management Portfolio holdings

AUM $243M
1-Year Est. Return 41.13%
This Fund
S&P 500
This Quarter Est. Return
-3.15%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
-$6.2M
Cap. Flow
+$894K
Cap. Flow %
0.6%
Top 10 Hldgs %
75.24%
Holding
36
New
5
Increased
19
Reduced
3
Closed
8

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.45M
2
NU icon
Nu Holdings
NU
+$2.45M
3
GM icon
General Motors
GM
+$2.05M
4
LMND icon
Lemonade
LMND
+$1.98M
5
GRAB icon
Grab
GRAB
+$1.1M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$2.29M
2
ENVX icon
Enovix
ENVX
+$2.25M
3
BA icon
Boeing
BA
+$2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.91M
5
DELL icon
Dell
DELL
+$1.69M

Sector Composition

Rank Sector Weight
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 Change
in Stake 		Capital Flow
RKLB icon
26
Rocket Lab Corp
RKLB
$43.4B
$1.15M 0.77%
64,080
+11,375
+22% +$273K
GRAB icon
27
Grab
GRAB
$14.8B
$1.07M 0.71%
+235,457
New +$1.1M
BE icon
28
Bloom Energy
BE
$64B
$794K 0.53%
+40,397
New +$964K
BA icon
29
Boeing
BA
$179B
– –
-11,315
Closed -$2M
CRM icon
30
Salesforce
CRM
$155B
– –
-6,838
Closed -$2.29M
DELL icon
31
Dell
DELL
$270B
– –
-14,629
Closed -$1.69M
DIS icon
32
Walt Disney
DIS
$170B
– –
-9,889
Closed -$1.1M
ENVX icon
33
Enovix
ENVX
$918M
– –
-236,617
Closed -$2.25M
IWM icon
34
iShares Russell 2000 ETF
IWM
$81.4B
– –
-8,639
Closed -$1.91M
RIVN icon
35
Rivian
RIVN
$22.5B
– –
-77,499
Closed -$1.03M
XYZ
36
Block Inc
XYZ
$48.7B
– –
-11,208
Closed -$953K
1
2

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W
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GPC
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HBS
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HCM
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SC
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JAM
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Udine Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Udine Wealth Management held 36 positions worth $149M, down 4% from $156M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Udine Wealth Management's Q1 2025 filing shows 5 new, 19 increased, 3 reduced and 8 closed positions. Its largest new stake was Nu Holdings: 206,932 shares worth $2.12M. The largest sale was Salesforce, an estimated $2.29M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Udine Wealth Management's largest Q1 2025 buy was Nu Holdings: 206,932 shares worth $2.12M.
  • Udine Wealth Management added most to NVIDIA in Q1 2025, an estimated $2.45M increase.
  • Udine Wealth Management's biggest Q1 2025 reduction was Alibaba, cutting an estimated $968K.
  • Udine Wealth Management fully exited Salesforce in Q1 2025, selling an estimated $2.29M.
  • Udine Wealth Management's ten largest holdings make up 75% of its $149M portfolio in Q1 2025.
  • Udine Wealth Management opened 5 new positions and closed 8 in Q1 2025.
  • Udine Wealth Management's portfolio value fell 4% quarter-over-quarter to $149M.

Based on Udine Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.