UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+6.97%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+15%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
9.7%
Top 10 Holdings %
Top 10 Hldgs %
77.38%
Holding
30
New
10
Increased
5
Reduced
12
Closed
3
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
$9.61M |
| 2 |
Dell
DELL
|
$2.63M |
| 3 |
Maplebear
CART
|
$2.11M |
| 4 |
iShares Bitcoin Trust
IBIT
|
$2.03M |
| 5 |
Beyond Meat
BYND
|
$1.83M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.82M |
| 2 |
Apple
AAPL
|
$1.79M |
| 3 |
Snowflake
SNOW
|
$1.68M |
| 4 |
UiPath
PATH
|
$1.62M |
| 5 |
Rivian
RIVN
|
$1.57M |
Sector Composition
| 1 | Technology | 28.12% |
| 2 | Financials | 15.04% |
| 3 | Communication Services | 8.72% |
| 4 | Consumer Discretionary | 7.6% |
| 5 | Consumer Staples | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $23.3M | 16.08% |
254,038
-3,882
| -2% | -$356K |
|
|
2
Microsoft
MSFT
$3.77T
| $15.2M | 10.46% |
36,051
-4,327
| -11% | -$1.82M |
|
|
3
Apple
AAPL
$3.45T
| $14.3M | 9.84% |
83,240
-10,453
| -11% | -$1.79M |
|
|
4
ProShares Short QQQ
PSQ
$513M
| $13.2M | 9.12% |
1,509,250
+1,096,888
| +266% | +$9.61M |
|
5
iShares Short Treasury Bond ETF
SHV
$20.8B
| $11.9M | 8.21% |
107,750
-3,000
| -3% | -$332K |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $10.5M | 7.25% |
69,621
-163
| -0.2% | -$24.6K |
|
7
Bank of America
BAC
$376B
| $7.66M | 5.28% |
201,882
+466
| +0.2% | +$17.7K |
|
8
JPMorgan Chase
JPM
$829B
| $6.54M | 4.51% |
32,633
-6,003
| -16% | -$1.2M |
|
9
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.88M | 4.05% |
13,974
-200
| -1% | -$84.1K |
|
10
Intel
INTC
$107B
| $3.75M | 2.59% |
84,998
-19,941
| -19% | -$881K |
|
11
Amazon
AMZN
$2.44T
| $3.06M | 2.11% |
16,966
-109
| -0.6% | -$19.7K |
|
|
12
Dell
DELL
$82.6B
| $2.63M | 1.82% |
+23,075
| New | +$2.63M |
|
13
Palantir
PLTR
$372B
| $2.38M | 1.64% |
103,398
+9,486
| +10% | +$218K |
|
14
DraftKings
DKNG
$23.8B
| $2.21M | 1.53% |
48,723
-29,126
| -37% | -$1.32M |
|
15
Walt Disney
DIS
$213B
| $2.14M | 1.48% |
17,526
+228
| +1% | +$27.9K |
|
|
16
Maplebear
CART
$11.4B
| $2.11M | 1.45% |
+56,556
| New | +$2.11M |
|
|
17
iShares Bitcoin Trust
IBIT
$80.7B
| $2.03M | 1.4% |
+50,280
| New | +$2.03M |
|
18
Home Depot
HD
$405B
| $1.9M | 1.31% |
4,958
-68
| -1% | -$26.1K |
|
|
19
Beyond Meat
BYND
$192M
| $1.83M | 1.26% |
+50,916
| New | +$1.83M |
|
20
Exxon Mobil
XOM
$487B
| $1.82M | 1.26% |
+15,685
| New | +$1.82M |
|
21
Bristol-Myers Squibb
BMY
$96B
| $1.82M | 1.26% |
+33,571
| New | +$1.82M |
|
22
PayPal
PYPL
$67.1B
| $1.75M | 1.21% |
+26,115
| New | +$1.75M |
|
23
Tesla
TSLA
$1.08T
| $1.73M | 1.2% |
+20,509
| New | +$1.73M |
|
24
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.7M | 1.17% |
+41,444
| New | +$1.7M |
|
25
Uber
UBER
$196B
| $1.66M | 1.15% |
21,616
-18,656
| -46% | -$1.44M |
|