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
$55.2M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.21M
3
+$1.19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$656K

Top Sells

1
+$8.52M
2
+$4.65M
3
+$4.41M
4
NVDA icon
NVIDIA
NVDA
+$4.01M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.5M

Sector Composition

1 Technology 51.68%
2 Communication Services 24.33%
3 Financials 21.37%
4 Consumer Discretionary 2.62%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 33%
133,206
+2,241
2
$13.4M 24.33%
123,240
+9,280
3
$8.63M 15.63%
33,600
+1,380
4
$3.5M 6.33%
12,805
+2,404
5
$3.38M 6.13%
30,049
+3,050
6
$3.21M 5.81%
103,029
+51,318
7
$1.45M 2.62%
130,073
+11,235
8
$1.21M 2.2%
+13,298
9
$1.19M 2.16%
+11,035
10
$496K 0.9%
15,000
11
$491K 0.89%
24,004
-55,399
12
– –
-53,369
13
– –
-93,678
14
– –
-26,522
15
– –
-61,617
16
– –
-30,460
17
– –
-600
18
– –
-52,280
19
– –
-146,900