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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
-6.85%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$205M
AUM Growth
-$6.93M
(-3.3%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
5.4%
Top 10 Holdings %
Top 10 Hldgs %
68%
Holding
41
New
6
Increased
25
Reduced
3
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apollo Global Management
APO
|
+$3.08M |
| 2 |
Home Depot
HD
|
+$3.07M |
| 3 |
Boeing
BA
|
+$2.84M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.63M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$2.61M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Nike
NKE
|
+$2.67M |
| 2 |
Salesforce
CRM
|
+$2.66M |
| 3 |
Zeta Global
ZETA
|
+$2.59M |
| 4 |
Blackstone
BX
|
+$2.53M |
| 5 |
Eos Energy Enterprises
EOSE
|
+$1.73M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.58% |
| 2 | Financials | 21.2% |
| 3 | Communication Services | 9.68% |
| 4 | Consumer Discretionary | 9.23% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intel
INTC
$455B
| $2.47M | 1.21% |
55,984
-14,163
| -20% | -$649K |
|
27
Rivian
RIVN
$22B
| $2.36M | 1.15% |
157,043
+65,086
| +71% | +$1.04M |
|
28
Joby Aviation
JOBY
$7.03B
| $2.09M | 1.02% |
252,951
+156,519
| +162% | +$1.76M |
|
29
Alibaba
BABA
$293B
| $2.07M | 1.01% |
14,155
| – | – |
|
30
RH
RH
$3.13B
| $2M | 0.98% |
14,300
+491
| +4% | +$89.5K |
|
31
Lemonade
LMND
$3.74B
| $1.97M | 0.96% |
31,438
-2,492
| -7% | -$172K |
|
32
Grab
GRAB
$14.3B
| $1.62M | 0.79% |
442,914
+39,148
| +10% | +$166K |
|
33
Uber
UBER
$143B
| $1.42M | 0.69% |
19,684
+2,359
| +14% | +$182K |
|
34
Warby Parker
WRBY
$3.28B
| $1.38M | 0.68% |
65,723
+6,777
| +11% | +$168K |
|
35
Invesco QQQ Trust
QQQ
$453B
| $376K | 0.18% |
+651
| New | +$395K |
|
|
36
Blackstone
BX
$102B
| – | – |
-16,393
| Closed | -$2.53M |
|
|
37
Salesforce
CRM
$151B
| – | – |
-10,042
| Closed | -$2.66M |
|
|
38
Eos Energy Enterprises
EOSE
$1.22B
| – | – |
-151,006
| Closed | -$1.73M |
|
|
39
Nike
NKE
$61.9B
| – | – |
-41,923
| Closed | -$2.67M |
|
40
UiPath
PATH
$6.61B
| – | – |
-96,462
| Closed | -$1.58M |
|
|
41
Zeta Global
ZETA
$5.38B
| – | – |
-127,104
| Closed | -$2.59M |
|
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Udine Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Udine Wealth Management held 41 positions worth $205M, down 3.3% from $212M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Udine Wealth Management deployed $11.1M of net new capital in Q1 2026, opening 6 new positions and adding to 25 existing holdings. Its largest new stake was Apollo Global Management: 24,854 shares worth $2.77M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Bloom Energy, an estimated $758K trimmed.
- Udine Wealth Management's largest Q1 2026 buy was Apollo Global Management: 24,854 shares worth $2.77M.
- Udine Wealth Management added most to Microsoft in Q1 2026, an estimated $1.95M increase.
- Udine Wealth Management's biggest Q1 2026 reduction was Bloom Energy, cutting an estimated $758K.
- Udine Wealth Management fully exited Nike in Q1 2026, selling an estimated $2.67M.
- Udine Wealth Management's ten largest holdings make up 68% of its $205M portfolio in Q1 2026.
- Udine Wealth Management opened 6 new positions and closed 6 in Q1 2026.
- Udine Wealth Management's portfolio value fell 3.3% quarter-over-quarter to $205M.
Based on Udine Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.