UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+15.72%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+27%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
13.06%
Top 10 Holdings %
Top 10 Hldgs %
71.86%
Holding
38
New
10
Increased
17
Reduced
7
Closed
3
Top Buys
| 1 |
Blackstone
BX
|
$22.3M |
| 2 |
RH
RH
|
$2.45M |
| 3 |
UnitedHealth
UNH
|
$2.35M |
| 4 |
United Parcel Service
UPS
|
$2.23M |
| 5 |
Oscar Health
OSCR
|
$1.32M |
Top Sells
| 1 |
Robinhood
HOOD
|
$2.59M |
| 2 |
Bristol-Myers Squibb
BMY
|
$2.28M |
| 3 |
General Motors
GM
|
$1.96M |
| 4 |
PayPal
PYPL
|
$1.63M |
| 5 |
Lemonade
LMND
|
$1.12M |
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alibaba
BABA
$330B
| $1.8M | 0.95% |
15,890
+102
| +0.6% | +$11.6K |
|
|
27
Lemonade
LMND
$3.83B
| $1.4M | 0.74% |
32,059
-25,472
| -44% | -$1.12M |
|
|
28
Oscar Health
OSCR
$4.25B
| $1.32M | 0.7% |
+61,472
| New | +$1.32M |
|
29
Rocket Companies
RKT
$36.1B
| $1.28M | 0.68% |
+90,334
| New | +$1.28M |
|
30
Toast
TOST
$25.5B
| $1.28M | 0.68% |
+28,901
| New | +$1.28M |
|
31
Grab
GRAB
$20.1B
| $1.23M | 0.65% |
244,845
+9,388
| +4% | +$47.2K |
|
32
Bloom Energy
BE
$12B
| $1.18M | 0.62% |
49,283
+8,886
| +22% | +$213K |
|
33
Rivian
RIVN
$16.8B
| $937K | 0.49% |
+68,174
| New | +$937K |
|
34
Boeing
BA
$179B
| $359K | 0.19% |
+1,711
| New | +$359K |
|
35
Invesco QQQ Trust
QQQ
$361B
| $260K | 0.14% |
+472
| New | +$260K |
|
|
36
Bristol-Myers Squibb
BMY
$96.5B
| – | – |
-37,328
| Closed | -$2.28M |
|
|
37
General Motors
GM
$55.7B
| – | – |
-41,634
| Closed | -$1.96M |
|
|
38
PayPal
PYPL
$66.2B
| – | – |
-25,013
| Closed | -$1.63M |
|