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
$81.3M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.37M
3
+$25.6K
4
MSFT icon
Microsoft
MSFT
+$3.84K
5
UBER icon
Uber
UBER
+$1.9K

Top Sells

1
+$6.21M
2
+$1.71M
3
+$1.42M
4
BX icon
Blackstone
BX
+$1.38M
5
PRVA icon
Privia Health
PRVA
+$1.37M

Sector Composition

1 Financials 52.8%
2 Technology 26.3%
3 Communication Services 16.83%
4 Healthcare 2.15%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.1M 43.18%
38,001
-91
2
$12.3M 15.14%
139,508
-101
3
$12M 14.82%
92,708
-47,788
4
$8.68M 10.68%
36,193
+16
5
$4.03M 4.95%
13,029
+83
6
$3.79M 4.66%
114,471
-625
7
$1.75M 2.15%
+48,869
8
$1.56M 1.92%
133,980
-444
9
$1.37M 1.69%
+34,780
10
$653K 0.8%
26,412
+77
11
$5K 0.01%
15,000
12
– –
-48,927
13
– –
-20
14
– –
-40,109
15
– –
-56,009
16
– –
-105,620
17
– –
-430
18
– –
-15,105
19
– –
-16,438