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
$149M
AUM Growth
-$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$2.09M
3
+$1.96M
4
LMND icon
Lemonade
LMND
+$1.81M
5
GRAB icon
Grab
GRAB
+$1.07M

Top Sells

1
+$2.29M
2
+$2.25M
3
+$2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.91M
5
DELL icon
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 Change
in Stake 		Capital Flow
26
$1.15M 0.77%
64,080
+11,375
27
$1.07M 0.71%
+235,457
28
$794K 0.53%
+40,397
29
– –
-11,208
30
– –
-77,499
31
– –
-8,639
32
– –
-236,617
33
– –
-9,889
34
– –
-14,629
35
– –
-6,838
36
– –
-11,315
1
2