UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+6.33%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-1%)
Cap. Flow
-$58.2M
Cap. Flow
% of AUM
-40.53%
Top 10 Holdings %
Top 10 Hldgs %
81.21%
Holding
30
New
3
Increased
11
Reduced
9
Closed
6
Top Buys
| 1 |
AdvisorShares Pure US Cannabis ETF
MSOS
|
$2.64M |
| 2 |
Robinhood
HOOD
|
$1.96M |
| 3 |
Alibaba
BABA
|
$1.62M |
| 4 |
NVIDIA
NVDA
|
$1.14M |
| 5 |
Enovix
ENVX
|
$595K |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
$48.8M |
| 2 |
Intel
INTC
|
$3.75M |
| 3 |
Tesla
TSLA
|
$2.21M |
| 4 |
Maplebear
CART
|
$2.11M |
| 5 |
Beyond Meat
BYND
|
$1.83M |
Sector Composition
| 1 | Technology | 28.07% |
| 2 | Financials | 15.62% |
| 3 | Communication Services | 9.6% |
| 4 | Consumer Discretionary | 7.35% |
| 5 | Industrials | 1.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $23.2M | 16.19% |
253,167
-871
| -0.3% | -$79.9K |
|
2
Apple
AAPL
$3.45T
| $17.3M | 12.05% |
82,119
-1,121
| -1% | -$236K |
|
3
Microsoft
MSFT
$3.77T
| $16.1M | 11.2% |
35,971
-80
| -0.2% | -$35.8K |
|
|
4
ProShares Short QQQ
PSQ
$513M
| $12.3M | 8.59% |
304,392
-1,204,858
| -80% | -$48.8M |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $11.9M | 8.32% |
65,565
-4,056
| -6% | -$739K |
|
6
iShares Short Treasury Bond ETF
SHV
$20.8B
| $11.9M | 8.29% |
107,750
| – | – |
|
7
Bank of America
BAC
$376B
| $8.18M | 5.7% |
205,736
+3,854
| +2% | +$153K |
|
8
JPMorgan Chase
JPM
$829B
| $6.61M | 4.6% |
32,676
+43
| +0.1% | +$8.7K |
|
9
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.67M | 3.95% |
13,944
-30
| -0.2% | -$12.2K |
|
10
Amazon
AMZN
$2.44T
| $3.33M | 2.32% |
17,209
+243
| +1% | +$47K |
|
|
11
Enovix
ENVX
$1.89B
| $2.72M | 1.89% |
175,823
+38,509
| +28% | +$595K |
|
|
12
AdvisorShares Pure US Cannabis ETF
MSOS
$986M
| $2.64M | 1.84% |
+360,472
| New | +$2.64M |
|
13
Palantir
PLTR
$372B
| $1.97M | 1.37% |
77,604
-25,794
| -25% | -$653K |
|
|
14
Robinhood
HOOD
$92.4B
| $1.96M | 1.36% |
+86,127
| New | +$1.96M |
|
15
DraftKings
DKNG
$23.8B
| $1.93M | 1.34% |
50,475
+1,752
| +4% | +$66.9K |
|
16
Exxon Mobil
XOM
$487B
| $1.9M | 1.32% |
16,493
+808
| +5% | +$93K |
|
17
Dell
DELL
$82.6B
| $1.88M | 1.31% |
13,613
-9,462
| -41% | -$1.3M |
|
|
18
Tesla
TSLA
$1.08T
| $1.85M | 1.29% |
9,359
-11,150
| -54% | -$2.21M |
|
19
Walt Disney
DIS
$213B
| $1.84M | 1.28% |
18,552
+1,026
| +6% | +$102K |
|
20
Home Depot
HD
$405B
| $1.83M | 1.27% |
5,313
+355
| +7% | +$122K |
|
21
Uber
UBER
$196B
| $1.81M | 1.26% |
24,938
+3,322
| +15% | +$241K |
|
22
iShares Bitcoin Trust
IBIT
$80.7B
| $1.78M | 1.24% |
52,056
+1,776
| +4% | +$60.6K |
|
|
23
Alibaba
BABA
$322B
| $1.62M | 1.13% |
+22,491
| New | +$1.62M |
|
|
24
NVIDIA
NVDA
$4.24T
| $1.26M | 0.88% |
10,220
+9,221
| +923% | +$1.14M |
|
25
Bristol-Myers Squibb
BMY
$96B
| – | – |
-33,571
| Closed | -$1.82M |
|