UWM
Udine Wealth Management Portfolio holdings
AUM
$189M
This Quarter Return
+4.12%
1 Year Return
+28.99%
3 Year Return
+124.69%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-1.3%)
Cap. Flow
-$4.41M
Cap. Flow
% of AUM
-3.11%
Top 10 Holdings %
Top 10 Hldgs %
76.33%
Holding
30
New
6
Increased
18
Reduced
3
Closed
2
Top Buys
| 1 |
Intel
INTC
|
$2.17M |
| 2 |
PayPal
PYPL
|
$2.09M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.86M |
| 4 |
Salesforce
CRM
|
$1.85M |
| 5 |
Oscar Health
OSCR
|
$925K |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
$12.3M |
| 2 |
Walt Disney
DIS
|
$1.84M |
| 3 |
Robinhood
HOOD
|
$938K |
| 4 |
Apple
AAPL
|
$508K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$328K |
Sector Composition
| 1 | Technology | 32.73% |
| 2 | Financials | 17.51% |
| 3 | Consumer Discretionary | 8.78% |
| 4 | Communication Services | 8.06% |
| 5 | Healthcare | 1.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $23.5M | 16.59% |
256,153
+2,986
| +1% | +$274K |
|
|
2
Apple
AAPL
$3.45T
| $18.6M | 13.14% |
79,938
-2,181
| -3% | -$508K |
|
3
Microsoft
MSFT
$3.77T
| $15.8M | 11.13% |
36,661
+690
| +2% | +$297K |
|
4
iShares Short Treasury Bond ETF
SHV
$20.8B
| $11.9M | 8.41% |
107,750
| – | – |
|
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $10.5M | 7.44% |
63,590
-1,975
| -3% | -$328K |
|
6
Bank of America
BAC
$376B
| $8.25M | 5.82% |
207,838
+2,102
| +1% | +$83.4K |
|
7
JPMorgan Chase
JPM
$829B
| $6.93M | 4.89% |
32,884
+208
| +0.6% | +$43.9K |
|
8
Berkshire Hathaway Class B
BRK.B
$1.09T
| $6.47M | 4.56% |
14,056
+112
| +0.8% | +$51.5K |
|
9
Amazon
AMZN
$2.44T
| $3.26M | 2.3% |
17,505
+296
| +2% | +$55.2K |
|
10
Palantir
PLTR
$372B
| $2.89M | 2.04% |
77,637
+33
| +0% | +$1.23K |
|
11
AdvisorShares Pure US Cannabis ETF
MSOS
$986M
| $2.59M | 1.82% |
360,623
+151
| +0% | +$1.08K |
|
12
Tesla
TSLA
$1.08T
| $2.48M | 1.75% |
9,495
+136
| +1% | +$35.6K |
|
13
Alibaba
BABA
$322B
| $2.45M | 1.73% |
23,061
+570
| +3% | +$60.5K |
|
14
Home Depot
HD
$405B
| $2.19M | 1.55% |
5,416
+103
| +2% | +$41.7K |
|
|
15
Intel
INTC
$107B
| $2.17M | 1.53% |
+92,668
| New | +$2.17M |
|
|
16
PayPal
PYPL
$67.1B
| $2.09M | 1.48% |
+26,817
| New | +$2.09M |
|
17
DraftKings
DKNG
$23.8B
| $2.06M | 1.45% |
52,548
+2,073
| +4% | +$81.3K |
|
18
Exxon Mobil
XOM
$487B
| $1.98M | 1.39% |
16,860
+367
| +2% | +$43K |
|
19
iShares Bitcoin Trust
IBIT
$80.7B
| $1.96M | 1.38% |
54,289
+2,233
| +4% | +$80.7K |
|
20
Uber
UBER
$196B
| $1.94M | 1.37% |
25,837
+899
| +4% | +$67.6K |
|
21
Enovix
ENVX
$1.89B
| $1.9M | 1.34% |
203,484
+27,661
| +16% | +$258K |
|
|
22
Bristol-Myers Squibb
BMY
$96B
| $1.86M | 1.31% |
+35,885
| New | +$1.86M |
|
|
23
Salesforce
CRM
$245B
| $1.85M | 1.31% |
+6,777
| New | +$1.85M |
|
24
Dell
DELL
$82.6B
| $1.7M | 1.2% |
14,318
+705
| +5% | +$83.6K |
|
25
NVIDIA
NVDA
$4.24T
| $1.43M | 1.01% |
11,811
+1,591
| +16% | +$193K |
|