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
$63.3M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.57M
3
+$1.42M
4
PRVA icon
Privia Health
PRVA
+$1.37M
5
PINS icon
Pinterest
PINS
+$1.3M

Top Sells

1
+$1.19M

Sector Composition

1 Technology 47.11%
2 Communication Services 23.25%
3 Financials 20.13%
4 Consumer Discretionary 5.08%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.4M 30.67%
140,496
+7,290
2
$13.4M 21.1%
139,609
+16,369
3
$8.43M 13.31%
36,177
+2,577
4
$3.98M 6.29%
38,092
+8,043
5
$3.48M 5.49%
115,096
+12,067
6
$3.46M 5.46%
12,946
+141
7
$1.71M 2.7%
+15,105
8
$1.51M 2.38%
134,424
+4,351
9
$1.42M 2.25%
+48,927
10
$1.38M 2.17%
16,438
+3,140
11
$1.37M 2.16%
+40,109
12
$1.3M 2.06%
+56,009
13
$1.28M 2.03%
+105,620
14
$698K 1.1%
26,335
+2,331
15
$453K 0.72%
15,000
16
$58K 0.09%
+430
17
$5K 0.01%
+20
18
– –
-11,035