UWM

Udine Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$2.45M
3
+$2.35M
4
UPS icon
United Parcel Service
UPS
+$2.23M
5
OSCR icon
Oscar Health
OSCR
+$1.32M

Top Sells

1
+$2.59M
2
+$2.28M
3
+$1.96M
4
PYPL icon
PayPal
PYPL
+$1.63M
5
LMND icon
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 Change
in Stake 		Capital Flow
26
$1.8M 0.95%
15,890
+102
27
$1.4M 0.74%
32,059
-25,472
28
$1.32M 0.7%
+61,472
29
$1.28M 0.68%
+90,334
30
$1.28M 0.68%
+28,901
31
$1.23M 0.65%
244,845
+9,388
32
$1.18M 0.62%
49,283
+8,886
33
$937K 0.49%
+68,174
34
$359K 0.19%
+1,711
35
$260K 0.14%
+472
36
– –
-37,328
37
– –
-41,634
38
– –
-25,013
1
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