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
$208M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.39M
3
+$1.4M
4
RKT icon
Rocket Companies
RKT
+$1.36M
5
JOBY icon
Joby Aviation
JOBY
+$1.33M

Top Sells

1
+$2.35M
2
+$2.23M
3
+$1.73M
4
TOST icon
Toast
TOST
+$1.28M
5
PLTR icon
Palantir
PLTR
+$601K

Sector Composition

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
MP icon
26
MP Materials
MP
$10.3B
$2.6M 1.25%
+38,710
OXY icon
27
Occidental Petroleum
OXY
$57.5B
$2.5M 1.2%
+52,896
XOM icon
28
Exxon Mobil
XOM
$662B
$2.49M 1.19%
22,086
+1,752
GRAB icon
29
Grab
GRAB
$15.6B
$2.33M 1.12%
387,391
+142,546
DKNG icon
30
DraftKings
DKNG
$12.7B
$2.26M 1.08%
60,447
+1,726
EOSE icon
31
Eos Energy Enterprises
EOSE
$1.84B
$2.01M 0.97%
+176,881
LMND icon
32
Lemonade
LMND
$5.07B
$1.78M 0.85%
33,213
+1,154
JOBY icon
33
Joby Aviation
JOBY
$9.59B
$1.41M 0.68%
+87,579
RIVN icon
34
Rivian
RIVN
$19.5B
$1.27M 0.61%
86,593
+18,419
BA icon
35
Boeing
BA
$162B
$486K 0.23%
2,254
+543
QQQ icon
36
Invesco QQQ Trust
QQQ
$387B
$360K 0.17%
600
+128
CRWD icon
37
CrowdStrike
CRWD
$110B
$321K 0.15%
+654
TOST icon
38
Toast
TOST
$16.4B
– –
-28,901
UNH icon
39
UnitedHealth
UNH
$259B
– –
-7,529
UPS icon
40
United Parcel Service
UPS
$82.2B
– –
-22,140
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