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
$91.7M
AUM Growth
-$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.64M
3
+$3.5M
4
MSFT icon
Microsoft
MSFT
+$2.16M
5
UBER icon
Uber
UBER
+$1.26M

Top Sells

1
+$14M
2
+$3.22M
3
+$1.72M
4
META icon
Meta Platforms (Facebook)
META
+$1.46M
5
CLVT icon
Clarivate
CLVT
+$1.44M

Sector Composition

1 Technology 44.86%
2 Communication Services 17.28%
3 Consumer Discretionary 11.48%
4 Financials 10.91%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.9M 24.93%
130,965
+20,834
2
$15.8M 17.28%
113,960
+6,220
3
$9.93M 10.83%
32,220
+7,010
4
$8.52M 9.29%
52,280
+7,000
5
$4.65M 5.07%
93,678
+17,268
6
$4.41M 4.81%
53,369
-42
7
$4.01M 4.37%
+146,900
8
$3.68M 4.01%
26,999
+2,620
9
$3.67M 4%
10,401
+289
10
$3.5M 3.82%
+26,522
11
$2.83M 3.09%
79,403
+35,211
12
$2.13M 2.32%
51,711
+11,017
13
$2.01M 2.19%
118,838
+5,740
14
$1.51M 1.65%
30,460
+1,686
15
$1.28M 1.4%
61,617
+4,584
16
$525K 0.57%
+15,000
17
$346K 0.38%
600
-200
18
– –
-61,345
19
– –
-4,351
20
– –
-29,150
21
– –
-256,764
22
– –
-13,929
23
– –
-10,701