UWM

Udine Wealth Management Portfolio holdings

AUM $208M
1-Year Est. Return 52.32%
This Quarter Est. Return
1 Year Est. Return
+52.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$15.6M
3
+$14M
4
MSFT icon
Microsoft
MSFT
+$8.48M
5
AMZN icon
Amazon
AMZN
+$7.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.87%
2 Communication Services 17.62%
3 Consumer Discretionary 10.22%
4 Financials 8.97%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 20.19%
+110,131
2
$15.6M 16.11%
+107,740
3
$14M 14.44%
+256,764
4
$8.48M 8.75%
+25,210
5
$7.55M 7.79%
+45,280
6
$3.86M 3.98%
+24,379
7
$3.69M 3.8%
+76,410
8
$3.27M 3.37%
+53,411
9
$3.22M 3.33%
+13,929
10
$3.02M 3.12%
+10,112
11
$2.35M 2.43%
+113,098
12
$1.85M 1.91%
+44,192
13
$1.81M 1.87%
+40,694
14
$1.72M 1.78%
+29,150
15
$1.48M 1.53%
+28,774
16
$1.46M 1.51%
+4,351
17
$1.46M 1.51%
+57,033
18
$1.44M 1.49%
+61,345
19
$594K 0.61%
+10,701
20
$454K 0.47%
+800