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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
$212M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.73M
3
+$2.5M
4
ZETA icon
Zeta Global
ZETA
+$2.37M
5
PATH icon
UiPath
PATH
+$1.5M

Top Sells

1
+$2.77M
2
+$2.68M
3
+$2.62M
4
MP icon
MP Materials
MP
+$2.6M
5
OXY icon
Occidental Petroleum
OXY
+$2.5M

Sector Composition

1 Technology 29.26%
2 Financials 22.49%
3 Communication Services 9.88%
4 Consumer Discretionary 9.18%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RH icon
26
RH
RH
$2.78B
$2.47M 1.17%
13,809
+696
LMND icon
27
Lemonade
LMND
$4.67B
$2.42M 1.14%
33,930
+717
BABA icon
28
Alibaba
BABA
$266B
$2.08M 0.98%
14,155
-616
GRAB icon
29
Grab
GRAB
$14.3B
$2.02M 0.95%
403,766
+16,375
RIVN icon
30
Rivian
RIVN
$21.4B
$1.81M 0.86%
91,957
+5,364
EOSE icon
31
Eos Energy Enterprises
EOSE
$2.31B
$1.73M 0.82%
151,006
-25,875
PATH icon
32
UiPath
PATH
$5.45B
$1.58M 0.75%
+96,462
UBER icon
33
Uber
UBER
$149B
$1.42M 0.67%
17,325
-10,394
WRBY icon
34
Warby Parker
WRBY
$3.08B
$1.28M 0.61%
+58,946
JOBY icon
35
Joby Aviation
JOBY
$9.19B
$1.27M 0.6%
96,432
+8,853
BA icon
36
Boeing
BA
$179B
– –
-2,254
CRWD icon
37
CrowdStrike
CRWD
$173B
– –
-654
DKNG icon
38
DraftKings
DKNG
$14.1B
– –
-60,447
HD icon
39
Home Depot
HD
$336B
– –
-6,475
MP icon
40
MP Materials
MP
$10.2B
– –
-38,710
OSCR icon
41
Oscar Health
OSCR
$8.61B
– –
-146,555
OXY icon
42
Occidental Petroleum
OXY
$53.4B
– –
-52,896
QQQ icon
43
Invesco QQQ Trust
QQQ
$482B
– –
-600
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