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
$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
BABA icon
26
Alibaba
BABA
$415B
$1.8M 0.95%
15,890
+102
LMND icon
27
Lemonade
LMND
$4.36B
$1.4M 0.74%
32,059
-25,472
OSCR icon
28
Oscar Health
OSCR
$4.68B
$1.32M 0.7%
+61,472
RKT icon
29
Rocket Companies
RKT
$44.9B
$1.28M 0.68%
+90,334
TOST icon
30
Toast
TOST
$20B
$1.28M 0.68%
+28,901
GRAB icon
31
Grab
GRAB
$24.4B
$1.23M 0.65%
244,845
+9,388
BE icon
32
Bloom Energy
BE
$30.2B
$1.18M 0.62%
49,283
+8,886
RIVN icon
33
Rivian
RIVN
$15.8B
$937K 0.49%
+68,174
BA icon
34
Boeing
BA
$152B
$359K 0.19%
+1,711
QQQ icon
35
Invesco QQQ Trust
QQQ
$398B
$260K 0.14%
+472
PYPL icon
36
PayPal
PYPL
$63.6B
– –
-25,013
BMY icon
37
Bristol-Myers Squibb
BMY
$92.9B
– –
-37,328
GM icon
38
General Motors
GM
$64.1B
– –
-41,634
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