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
$145M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$2.63M
3
+$2.11M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.03M
5
BYND icon
Beyond Meat
BYND
+$1.83M

Top Sells

1
+$1.82M
2
+$1.79M
3
+$1.68M
4
PATH icon
UiPath
PATH
+$1.62M
5
RIVN icon
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 Change
in Stake 		Capital Flow
1
$23.3M 16.08%
254,038
-3,882
2
$15.2M 10.46%
36,051
-4,327
3
$14.3M 9.84%
83,240
-10,453
4
$13.2M 9.12%
301,850
+219,378
5
$11.9M 8.21%
107,750
-3,000
6
$10.5M 7.25%
69,621
-163
7
$7.66M 5.28%
201,882
+466
8
$6.54M 4.51%
32,633
-6,003
9
$5.88M 4.05%
13,974
-200
10
$3.75M 2.59%
84,998
-19,941
11
$3.06M 2.11%
16,966
-109
12
$2.63M 1.82%
+23,075
13
$2.38M 1.64%
103,398
+9,486
14
$2.21M 1.53%
48,723
-29,126
15
$2.14M 1.48%
17,526
+228
16
$2.11M 1.45%
+56,556
17
$2.03M 1.4%
+50,280
18
$1.9M 1.31%
4,958
-68
19
$1.83M 1.26%
+50,916
20
$1.82M 1.26%
+15,685
21
$1.82M 1.26%
+33,571
22
$1.75M 1.21%
+26,115
23
$1.73M 1.2%
+20,509
24
$1.7M 1.17%
+41,444
25
$1.66M 1.15%
21,616
-18,656
1
2