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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
+22.96%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$208M
AUM Growth
+$19M
(+10%)
Cap. Flow
+$7.67M
Cap. Flow
% of AUM
3.68%
Top 10 Holdings %
Top 10 Hldgs %
65.32%
Holding
40
New
5
Increased
27
Reduced
5
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
MP Materials
MP
|
+$2.44M |
| 2 |
Occidental Petroleum
OXY
|
+$2.39M |
| 3 |
Oscar Health
OSCR
|
+$1.4M |
| 4 |
Rocket Companies
RKT
|
+$1.36M |
| 5 |
Joby Aviation
JOBY
|
+$1.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$2.35M |
| 2 |
United Parcel Service
UPS
|
+$2.23M |
| 3 |
Robinhood
HOOD
|
+$1.73M |
| 4 |
Toast
TOST
|
+$1.28M |
| 5 |
Palantir
PLTR
|
+$601K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.6% |
| 2 | Financials | 22.29% |
| 3 | Consumer Discretionary | 10.19% |
| 4 | Communication Services | 7.43% |
| 5 | Industrials | 5.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
MP Materials
MP
$7.36B
| $2.6M | 1.25% |
+38,710
| New | +$2.44M |
|
|
27
Occidental Petroleum
OXY
$56.8B
| $2.5M | 1.2% |
+52,896
| New | +$2.39M |
|
28
ExxonMobil
XOM
$644B
| $2.49M | 1.19% |
22,086
+1,752
| +9% | +$195K |
|
29
Grab
GRAB
$14.3B
| $2.33M | 1.12% |
387,391
+142,546
| +58% | +$757K |
|
30
DraftKings
DKNG
$11.6B
| $2.26M | 1.08% |
60,447
+1,726
| +3% | +$76.5K |
|
31
Eos Energy Enterprises
EOSE
$1.22B
| $2.01M | 0.97% |
+176,881
| New | +$1.21M |
|
32
Lemonade
LMND
$3.74B
| $1.78M | 0.85% |
33,213
+1,154
| +4% | +$56.3K |
|
|
33
Joby Aviation
JOBY
$7.03B
| $1.41M | 0.68% |
+87,579
| New | +$1.33M |
|
34
Rivian
RIVN
$22B
| $1.27M | 0.61% |
86,593
+18,419
| +27% | +$247K |
|
35
Boeing
BA
$171B
| $486K | 0.23% |
2,254
+543
| +32% | +$122K |
|
36
Invesco QQQ Trust
QQQ
$453B
| $360K | 0.17% |
600
+128
| +27% | +$73.3K |
|
37
CrowdStrike
CRWD
$194B
| $321K | 0.15% |
+2,616
| New | +$297K |
|
|
38
Toast
TOST
$18.7B
| – | – |
-28,901
| Closed | -$1.28M |
|
|
39
UnitedHealth
UNH
$376B
| – | – |
-7,529
| Closed | -$2.35M |
|
|
40
United Parcel Service
UPS
$88.6B
| – | – |
-22,140
| Closed | -$2.23M |
|
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Udine Wealth Management's Q3 2025 Portfolio in Review
As of Q3 2025, Udine Wealth Management held 40 positions worth $208M, up 10% from $189M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Udine Wealth Management deployed $7.67M of net new capital in Q3 2025, opening 5 new positions and adding to 27 existing holdings. Its largest new stake was MP Materials: 38,710 shares worth $2.6M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 26% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Robinhood, an estimated $1.73M trimmed.
- Udine Wealth Management's largest Q3 2025 buy was MP Materials: 38,710 shares worth $2.6M.
- Udine Wealth Management added most to Oscar Health in Q3 2025, an estimated $1.4M increase.
- Udine Wealth Management's biggest Q3 2025 reduction was Robinhood, cutting an estimated $1.73M.
- Udine Wealth Management fully exited UnitedHealth in Q3 2025, selling an estimated $2.35M.
- Udine Wealth Management's ten largest holdings make up 65% of its $208M portfolio in Q3 2025.
- Udine Wealth Management opened 5 new positions and closed 3 in Q3 2025.
- Udine Wealth Management's portfolio value rose 10% quarter-over-quarter to $208M.
Based on Udine Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.