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
$126M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.84M
3
+$1.69M
4
SNOW icon
Snowflake
SNOW
+$1.68M
5
PATH icon
UiPath
PATH
+$1.62M

Top Sells

1
+$1.8M
2
+$1.63M
3
+$441K
4
AAPL icon
Apple
AAPL
+$424K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$157K

Sector Composition

1 Technology 36.53%
2 Financials 14.65%
3 Communication Services 9%
4 Consumer Discretionary 6.89%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 18.76%
257,920
+31,025
2
$18M 14.36%
93,693
-2,204
3
$15.2M 12.09%
40,378
-265
4
$12.2M 9.71%
110,750
-4,000
5
$9.75M 7.76%
69,784
-1,121
6
$6.78M 5.4%
201,416
-3,610
7
$6.57M 5.23%
38,636
-888
8
$5.27M 4.2%
104,939
-1,939
9
$5.06M 4.02%
14,174
+336
10
$3.91M 3.11%
+82,472
11
$2.74M 2.18%
77,849
-1,503
12
$2.59M 2.07%
17,075
+2
13
$2.48M 1.97%
40,272
-601
14
$1.74M 1.39%
5,026
-82
15
$1.69M 1.34%
+153,958
16
$1.68M 1.34%
+8,438
17
$1.62M 1.29%
+65,305
18
$1.61M 1.28%
+93,912
19
$1.57M 1.25%
+66,987
20
$1.56M 1.24%
+17,298
21
– –
-21,285
22
– –
-16,755