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
$103M
AUM Growth
-$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.18M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$780K
5
AAPL icon
Apple
AAPL
+$747K

Top Sells

1
+$2.07M
2
+$1.87M
3
+$1.54M
4
SCHW icon
Charles Schwab
SCHW
+$1.54M
5
GM icon
General Motors
GM
+$683K

Sector Composition

1 Technology 33.79%
2 Financials 17.4%
3 Communication Services 8.97%
4 Consumer Discretionary 5.85%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 20.15%
226,895
+39,298
2
$16.4M 15.88%
95,897
+4,362
3
$12.8M 12.41%
40,643
+2,469
4
$12.7M 12.26%
114,750
+10,000
5
$9.28M 8.97%
70,905
+1,045
6
$5.73M 5.54%
39,524
+602
7
$5.61M 5.43%
205,026
+43,015
8
$4.85M 4.69%
13,838
+833
9
$3.8M 3.68%
106,878
+757
10
$2.34M 2.26%
79,352
+384
11
$2.17M 2.1%
17,073
+592
12
$1.88M 1.82%
40,873
+299
13
$1.8M 1.74%
16,755
+246
14
$1.63M 1.58%
21,285
+171
15
$1.54M 1.49%
5,108
+82
16
– –
-8,280
17
– –
-43,652
18
– –
-414
19
– –
-7,287
20
– –
-50,112
21
– –
-27,128
22
– –
-134,887