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
$64.8M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.61M
3
+$1.53M
4
INTC icon
Intel
INTC
+$1.47M
5
SPLK
Splunk Inc
SPLK
+$1.47M

Top Sells

1
+$7.29M
2
+$1.75M
3
+$77.2K
4
VZ icon
Verizon
VZ
+$26.7K
5
SBCF icon
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 Change
in Stake 		Capital Flow
1
$15.2M 23.48%
92,240
-468
2
$11.1M 17.07%
38,366
+2,173
3
$7.18M 11.08%
69,238
-70,270
4
$5.13M 7.91%
39,342
+1,341
5
$4.05M 6.25%
13,106
+77
6
$3.47M 5.35%
121,277
+6,806
7
$1.71M 2.64%
135,508
+1,528
8
$1.68M 2.6%
+17,179
9
$1.61M 2.48%
+50,237
10
$1.53M 2.36%
+79,107
11
$1.47M 2.28%
+45,120
12
$1.47M 2.26%
+15,302
13
$1.44M 2.22%
+52,761
14
$1.38M 2.13%
+20,397
15
$1.33M 2.05%
34,094
-686
16
$1.3M 2.01%
+18,815
17
$1.28M 1.97%
+24,419
18
$1.01M 1.56%
+11,000
19
$933K 1.44%
29,445
+3,033
20
$555K 0.86%
+5,370
21
– –
-48,869
22
– –
-15,000