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
$105M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.6M
3
+$2.07M
4
INTC icon
Intel
INTC
+$2.04M
5
HD icon
Home Depot
HD
+$1.56M

Top Sells

1
+$2.09M
2
+$1.71M
3
+$1.47M
4
PINS icon
Pinterest
PINS
+$1.44M
5
VZ icon
Verizon
VZ
+$1.33M

Sector Composition

1 Technology 38.01%
2 Financials 16.92%
3 Communication Services 7.94%
4 Consumer Discretionary 6.17%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 16.87%
91,535
-705
2
$17.2M 16.36%
187,597
+176,597
3
$13M 12.35%
38,174
-192
4
$11.6M 10.99%
+104,750
5
$8.36M 7.94%
69,860
+622
6
$5.66M 5.38%
38,922
-420
7
$4.65M 4.42%
162,011
+40,734
8
$4.43M 4.21%
13,005
-101
9
$3.55M 3.37%
106,121
+61,001
10
$2.15M 2.04%
16,481
+11,111
11
$2.1M 1.99%
78,968
-139
12
$2.07M 1.96%
+134,887
13
$1.87M 1.78%
50,112
-125
14
$1.75M 1.66%
40,574
+11,129
15
$1.7M 1.61%
21,114
+717
16
$1.56M 1.48%
+5,026
17
$1.54M 1.46%
7,287
-9,892
18
$1.54M 1.46%
27,128
+2,709
19
$1.53M 1.46%
+16,509
20
$683K 0.65%
+43,652
21
$350K 0.33%
+8,280
22
$223K 0.21%
+414
23
– –
-18,815
24
– –
-135,508
25
– –
-52,761
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