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
$156M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2M
3
+$1.91M
4
RKLB icon
Rocket Lab Corp
RKLB
+$1.34M
5
HOOD icon
Robinhood
HOOD
+$1.21M

Top Sells

1
+$3.66M
2
+$2.78M
3
+$2.59M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M
5
OSCR icon
Oscar Health
OSCR
+$925K

Sector Composition

1 Technology 29.77%
2 Financials 18.22%
3 Consumer Discretionary 9.83%
4 Communication Services 7.63%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.6M 17.71%
301,528
+45,375
2
$16.4M 10.51%
65,337
-14,601
3
$16M 10.29%
38,015
+1,354
4
$11.9M 7.62%
107,750
5
$10.8M 6.92%
56,924
-6,666
6
$8.99M 5.77%
204,547
-3,291
7
$7.44M 4.78%
31,023
-1,861
8
$6.99M 4.49%
15,422
+1,366
9
$4.09M 2.63%
18,628
+1,123
10
$3.97M 2.55%
9,833
+338
11
$3.1M 1.99%
40,931
-36,706
12
$2.93M 1.88%
55,216
+927
13
$2.92M 1.88%
78,447
+32,357
14
$2.29M 1.47%
6,838
+61
15
$2.25M 1.45%
236,617
+4,064
16
$2.15M 1.38%
5,520
+104
17
$2.06M 1.32%
36,356
+471
18
$2.05M 1.32%
24,180
+1,119
19
$2.04M 1.31%
33,857
+8,020
20
$2.03M 1.3%
23,733
-3,084
21
$2.02M 1.3%
54,282
+1,734
22
$2.01M 1.29%
14,971
+3,160
23
$2M 1.29%
+11,315
24
$1.91M 1.23%
+8,639
25
$1.9M 1.22%
94,519
+1,851
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