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
$142M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.09M
3
+$1.86M
4
CRM icon
Salesforce
CRM
+$1.85M
5
OSCR icon
Oscar Health
OSCR
+$925K

Top Sells

1
+$12.3M
2
+$1.84M
3
+$938K
4
AAPL icon
Apple
AAPL
+$508K
5
GOOG icon
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 Change
in Stake 		Capital Flow
1
$23.5M 16.59%
256,153
+2,986
2
$18.6M 13.14%
79,938
-2,181
3
$15.8M 11.13%
36,661
+690
4
$11.9M 8.41%
107,750
5
$10.5M 7.44%
63,590
-1,975
6
$8.25M 5.82%
207,838
+2,102
7
$6.93M 4.89%
32,884
+208
8
$6.47M 4.56%
14,056
+112
9
$3.26M 2.3%
17,505
+296
10
$2.89M 2.04%
77,637
+33
11
$2.59M 1.82%
360,623
+151
12
$2.48M 1.75%
9,495
+136
13
$2.45M 1.73%
23,061
+570
14
$2.19M 1.55%
5,416
+103
15
$2.17M 1.53%
+92,668
16
$2.09M 1.48%
+26,817
17
$2.06M 1.45%
52,548
+2,073
18
$1.98M 1.39%
16,860
+367
19
$1.96M 1.38%
54,289
+2,233
20
$1.94M 1.37%
25,837
+899
21
$1.9M 1.34%
232,553
+31,612
22
$1.86M 1.31%
+35,885
23
$1.85M 1.31%
+6,777
24
$1.7M 1.2%
14,318
+705
25
$1.43M 1.01%
11,811
+1,591
1
2