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
$144M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.96M
3
+$1.62M
4
ENVX icon
Enovix
ENVX
+$595K
5
UBER icon
Uber
UBER
+$241K

Top Sells

1
+$3.75M
2
+$2.21M
3
+$2.11M
4
BYND icon
Beyond Meat
BYND
+$1.83M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.82M

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 Change
in Stake 		Capital Flow
1
$23.2M 16.19%
253,167
-871
2
$17.3M 12.05%
82,119
-1,121
3
$16.1M 11.2%
35,971
-80
4
$12.3M 8.59%
304,392
+2,542
5
$11.9M 8.32%
65,565
-4,056
6
$11.9M 8.29%
107,750
7
$8.18M 5.7%
205,736
+3,854
8
$6.61M 4.6%
32,676
+43
9
$5.67M 3.95%
13,944
-30
10
$3.33M 2.32%
17,209
+243
11
$2.72M 1.89%
200,941
+44,011
12
$2.64M 1.84%
+360,472
13
$1.97M 1.37%
77,604
-25,794
14
$1.96M 1.36%
+86,127
15
$1.93M 1.34%
50,475
+1,752
16
$1.9M 1.32%
16,493
+808
17
$1.88M 1.31%
13,613
-9,462
18
$1.85M 1.29%
9,359
-11,150
19
$1.84M 1.28%
18,552
+1,026
20
$1.83M 1.27%
5,313
+355
21
$1.81M 1.26%
24,938
+3,322
22
$1.78M 1.24%
52,056
+1,776
23
$1.62M 1.13%
+22,491
24
$1.26M 0.88%
10,220
+230
25
– –
-33,571
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