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
$149M
AUM Growth
-$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$2.09M
3
+$1.96M
4
LMND icon
Lemonade
LMND
+$1.81M
5
GRAB icon
Grab
GRAB
+$1.07M

Top Sells

1
+$2.29M
2
+$2.25M
3
+$2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.91M
5
DELL icon
Dell
DELL
+$1.69M

Sector Composition

1 Technology 28.16%
2 Financials 23.13%
3 Consumer Discretionary 9.55%
4 Communication Services 6.16%
5 Energy 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.1M 18.82%
306,733
+5,205
2
$15M 10.03%
39,941
+1,926
3
$15M 10.01%
67,389
+2,052
4
$11.9M 7.96%
107,750
5
$9.21M 6.16%
59,532
+2,608
6
$9.09M 6.08%
217,833
+13,286
7
$8.48M 5.68%
15,930
+508
8
$8.04M 5.38%
32,794
+1,771
9
$3.94M 2.63%
20,683
+2,055
10
$3.72M 2.49%
34,289
+19,318
11
$3.4M 2.28%
81,740
+3,293
12
$2.72M 1.82%
10,514
+681
13
$2.7M 1.8%
57,630
+2,414
14
$2.55M 1.7%
30,168
-10,763
15
$2.52M 1.69%
34,641
+784
16
$2.37M 1.59%
19,968
+2,664
17
$2.28M 1.53%
100,561
+6,042
18
$2.28M 1.52%
37,328
+972
19
$2.16M 1.45%
5,898
+378
20
$2.12M 1.42%
+206,932
21
$2.09M 1.4%
15,788
-8,392
22
$1.96M 1.31%
+41,634
23
$1.81M 1.21%
+57,531
24
$1.63M 1.09%
25,013
+1,280
25
$1.41M 0.94%
42,451
-11,831
1
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