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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
+15.72%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$189M
AUM Growth
+$39.9M
(+27%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
71.86%
Holding
38
New
10
Increased
17
Reduced
7
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$2.88M |
| 2 |
RH
RH
|
+$2.41M |
| 3 |
United Parcel Service
UPS
|
+$2.18M |
| 4 |
Blackstone
BX
|
+$2.1M |
| 5 |
Rocket Companies
RKT
|
+$1.17M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$2.28M |
| 2 |
General Motors
GM
|
+$1.96M |
| 3 |
Robinhood
HOOD
|
+$1.64M |
| 4 |
PayPal
PYPL
|
+$1.63M |
| 5 |
Lemonade
LMND
|
+$849K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 29.14% |
| 2 | Technology | 26.39% |
| 3 | Consumer Discretionary | 9.6% |
| 4 | Communication Services | 5.66% |
| 5 | Industrials | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alibaba
BABA
$293B
| $1.8M | 0.95% |
15,890
+102
| +0.6% | +$12.1K |
|
|
27
Lemonade
LMND
$3.74B
| $1.4M | 0.74% |
32,059
-25,472
| -44% | -$849K |
|
28
Oscar Health
OSCR
$9.41B
| $1.32M | 0.7% |
+61,472
| New | +$914K |
|
|
29
Rocket Companies
RKT
$36.5B
| $1.28M | 0.68% |
+90,334
| New | +$1.17M |
|
30
Toast
TOST
$18.7B
| $1.28M | 0.68% |
+28,901
| New | +$1.14M |
|
31
Grab
GRAB
$14.3B
| $1.23M | 0.65% |
244,845
+9,388
| +4% | +$43.8K |
|
32
Bloom Energy
BE
$60.6B
| $1.18M | 0.62% |
49,283
+8,886
| +22% | +$172K |
|
33
Rivian
RIVN
$22B
| $937K | 0.49% |
+68,174
| New | +$925K |
|
34
Boeing
BA
$171B
| $359K | 0.19% |
+1,711
| New | +$323K |
|
35
Invesco QQQ Trust
QQQ
$453B
| $260K | 0.14% |
+472
| New | +$235K |
|
|
36
Bristol-Myers Squibb
BMY
$133B
| – | – |
-37,328
| Closed | -$2.28M |
|
|
37
General Motors
GM
$80.4B
| – | – |
-41,634
| Closed | -$1.96M |
|
|
38
PayPal
PYPL
$48.9B
| – | – |
-25,013
| Closed | -$1.63M |
|
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Udine Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Udine Wealth Management held 38 positions worth $189M, up 27% from $149M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Udine Wealth Management deployed $5.7M of net new capital in Q2 2025, opening 10 new positions and adding to 17 existing holdings. Its largest new stake was UnitedHealth: 7,529 shares worth $2.35M.
By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 23% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Robinhood, an estimated $1.64M trimmed.
- Udine Wealth Management's largest Q2 2025 buy was UnitedHealth: 7,529 shares worth $2.35M.
- Udine Wealth Management added most to DraftKings in Q2 2025, an estimated $583K increase.
- Udine Wealth Management's biggest Q2 2025 reduction was Robinhood, cutting an estimated $1.64M.
- Udine Wealth Management fully exited Bristol-Myers Squibb in Q2 2025, selling an estimated $2.28M.
- Udine Wealth Management's ten largest holdings make up 72% of its $189M portfolio in Q2 2025.
- Udine Wealth Management opened 10 new positions and closed 3 in Q2 2025.
- Udine Wealth Management's portfolio value rose 27% quarter-over-quarter to $189M.
Based on Udine Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.