UWM

Udine Wealth Management Portfolio holdings

AUM $205M
1-Year Est. Return 37.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.96%
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
26
$2.6M 1.25%
+38,710
27
$2.5M 1.2%
+52,896
28
$2.49M 1.19%
22,086
+1,752
29
$2.33M 1.12%
387,391
+142,546
30
$2.26M 1.08%
60,447
+1,726
31
$2.01M 0.97%
+176,881
32
$1.78M 0.85%
33,213
+1,154
33
$1.41M 0.68%
+87,579
34
$1.27M 0.61%
86,593
+18,419
35
$486K 0.23%
2,254
+543
36
$360K 0.17%
600
+128
37
$321K 0.15%
+654
38
– –
-28,901
39
– –
-7,529
40
– –
-22,140
1
2