UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+15.03%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$64.8M
AUM Growth
+$64.8M
(-20%)
Cap. Flow
+$6.72M
Cap. Flow
% of AUM
10.38%
Top 10 Holdings %
Top 10 Hldgs %
81.22%
Holding
22
New
11
Increased
6
Reduced
3
Closed
2
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$1.68M |
| 2 |
INMD
INTEGRAMED AMERICA INC
INMD
|
$1.61M |
| 3 |
DraftKings
DKNG
|
$1.53M |
| 4 |
Intel
INTC
|
$1.47M |
| 5 |
SPLK
Splunk Inc
SPLK
|
$1.47M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$7.29M |
| 2 |
InMode
INMD
|
$1.75M |
| 3 |
Apple
AAPL
|
$77.2K |
| 4 |
Verizon
VZ
|
$26.7K |
| 5 |
Seacoast Banking Corp of Florida
SBCF
|
$5K |
Sector Composition
| 1 | Technology | 49.13% |
| 2 | Financials | 21.49% |
| 3 | Communication Services | 15.35% |
| 4 | Consumer Discretionary | 5.85% |
| 5 | Healthcare | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $15.2M | 23.48% |
92,240
-468
| -0.5% | -$77.2K |
|
2
Microsoft
MSFT
$3.77T
| $11.1M | 17.07% |
38,366
+2,173
| +6% | +$626K |
|
|
3
Alphabet (Google) Class C
GOOG
$2.58T
| $7.18M | 11.08% |
69,238
-70,270
| -50% | -$7.29M |
|
4
JPMorgan Chase
JPM
$829B
| $5.13M | 7.91% |
39,342
+1,341
| +4% | +$175K |
|
5
Berkshire Hathaway Class B
BRK.B
$1.09T
| $4.05M | 6.25% |
13,106
+77
| +0.6% | +$23.8K |
|
6
Bank of America
BAC
$376B
| $3.47M | 5.35% |
121,277
+6,806
| +6% | +$195K |
|
7
Ford
F
$46.8B
| $1.71M | 2.64% |
135,508
+1,528
| +1% | +$19.3K |
|
|
8
Advanced Micro Devices
AMD
$264B
| $1.68M | 2.6% |
+17,179
| New | +$1.68M |
|
|
INMD
9
DELISTED
INTEGRAMED AMERICA INC
INMD
| $1.61M | 2.48% |
+50,237
| New | +$1.61M |
|
|
10
DraftKings
DKNG
$23.8B
| $1.53M | 2.36% |
+79,107
| New | +$1.53M |
|
|
11
Intel
INTC
$107B
| $1.47M | 2.28% |
+45,120
| New | +$1.47M |
|
|
SPLK
12
DELISTED
Splunk Inc
SPLK
| $1.47M | 2.26% |
+15,302
| New | +$1.47M |
|
13
Pinterest
PINS
$24.9B
| $1.44M | 2.22% |
+52,761
| New | +$1.44M |
|
14
SPDR S&P Homebuilders ETF
XHB
$1.92B
| $1.38M | 2.13% |
+20,397
| New | +$1.38M |
|
|
15
Verizon
VZ
$186B
| $1.33M | 2.05% |
34,094
-686
| -2% | -$26.7K |
|
16
Bristol-Myers Squibb
BMY
$96B
| $1.3M | 2.01% |
+18,815
| New | +$1.3M |
|
17
Charles Schwab
SCHW
$174B
| $1.28M | 1.97% |
+24,419
| New | +$1.28M |
|
18
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $1.01M | 1.56% |
+11,000
| New | +$1.01M |
|
19
Uber
UBER
$196B
| $933K | 1.44% |
29,445
+3,033
| +11% | +$96.1K |
|
20
Amazon
AMZN
$2.44T
| $555K | 0.86% |
+5,370
| New | +$555K |
|
|
21
InMode
INMD
$944M
| – | – |
-48,869
| Closed | -$1.75M |
|
|
22
Seacoast Banking Corp of Florida
SBCF
$2.73B
| – | – |
-15,000
| Closed | -$5K |
|